HiddenLevers + Morningstar Partnership
Watch the Integration Demonstration:
Frequently Asked Questions
What is HiddenLevers?
HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.
Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing. HiddenLevers sounds interesting, but what's the benefit for advisors? Advisors agree, HiddenLevers brings value by:
Please contact HiddenLevers sales for information on discounted trial pricing and other offers. How do I use HiddenLevers with Morningstar Office?
Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing. HiddenLevers sounds interesting, but what's the benefit for advisors? Advisors agree, HiddenLevers brings value by:
- Attracting new clients and AUM
- Increasing client confidence and referrals
- Showcasing strategies against specific Macro concerns or events
Please contact HiddenLevers sales for information on discounted trial pricing and other offers. How do I use HiddenLevers with Morningstar Office?
- Log into HiddenLevers and click Portfolio Import at left.
- Click the Morningstar logo, and select Morningstar Office.
- Enter your Morningstar Office credentials and click Activate. You should see accounts from Morningstar in HiddenLevers immediately.
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