Acquire

HiddenLevers Partners

Partner Partner Type Description
Addepar
Portfolio Management System
Addepar and HiddenLevers offer portfolio and client sync. Large firms that have custom reporting and data solutions within Addepar can mirror those customizations in HiddenLevers using the flexibility of the Addepar and HiddenLevers integration.
Advent
Portfolio Management System
Albridge
Portfolio Management System
With this seamless integration, effortlessly sync your Albridge portfolio, client, and models right into HiddenLevers. Start analyzing your models in just a few clicks.
AssetBook
Portfolio Management System
AssetBook and HiddenLevers offer portfolio, client, and model sync for your firm's workflow. With this seamless integration, start analyzing model portfolios right away.
BlackDiamond
Portfolio Management System
Blueleaf
Portfolio Management System
With its integrated solution, effortlessly sync your BlueLeaf portfolio, client, and models into HiddenLevers. Start producing next-level client reporting + analysis in less than 30 seconds.
Charles Schwab
Custodian
eMoney Advisor
Financial Planning
The eMoney integration offers users the opportunity to leverage the data aggregation capabilities of eMoney with the risk analytics of HiddenLevers.
Envestnet
Portfolio Management System
Tamarac and HiddenLevers offer portfolio and client sync with highly flexible API support for your firm's workflow. This powerful integration is well suited for RIAs of any size using both platforms.
Envestnet | Tamarac
Portfolio Management System
Tamarac and HiddenLevers offer portfolio and client sync with highly flexible API support for your firm's workflow. This powerful integration is well suited for RIAs of any size using both platforms.
Fidelity
Custodian
First Rate
Portfolio Management System
FirstRate and HiddenLevers offer an integrated, turnkey solution. Effortlessly sync your portfolio, client, and models and start producing next-level client reporting.
Folio
Portfolio Management System
With its sync inegration, Folio and HiddenLevers upgrade your firm's workflow. Seamlessly sync your Folio portfolios, clients, and models into HiddenLevers for immediaite analysis + reporting.
Fortigent
Portfolio Management System
Elevate your firm's workflow with Fontigent and HiddenLevers. Effortlessly sync your Fortigent portfolio, client, and model sync into HiddenLevers. With this seamless integration, start analyzing model portfolios right away.
Grendel
CRM
Grendel and HiddenLevers leverage a powerful integration to effortlessly sync client and risk tolerance data. Client account information is updated on a nightly basis keeping client data fresh for analysis.
LPL Branchnet
Portfolio Management System
Take your firm's workflow to the next level with LPL Branchnet and HiddenLevers. With this seamless integration, effortlessly sync your portfolio, client, and models right into HiddenLevers. Start analyzing your models in just a few clicks.
LPL WealthVision
Financial Planning
WealthVision and HiddenLevers make it easy for you to bring financial planning + portfolio analysis to life. Effortlessly sync your client data into HiddenLevers and use our scenario-based cash flow analysis to give clients real world context for their financial plan.
MoneyGuidePro
Financial Planning
MoneyGuidePro and HiddenLevers make it easy for you to bring financial planning + portfolio analysis to life. Effortlessly sync your client data into HiddenLevers and use our scenario-based cash flow analysis to give clients real world context for their financial plan.
Morningstar
Investment Research
Morningstar + HiddenLevers help advisors show their value with interactive stress testing. Effortlessly sync your portfolio, client, and models to bring your analysis to life.
Orion Advisor Services
Portfolio Management System
Orion and HiddenLevers offer portfolio, client, and model sync with highly flexible API support for your firm's workflow. HiddenLevers is available in Orion Insights and proposals generated in HiddenLevers can be posted to Orion automatically.
PortfolioCenter
Portfolio Accounting
Raymond James
Portfolio Management System
Redtail
CRM
Redtail and HiddenLevers leverage a powerful integration to effortlessly sync client and risk tolerance data. Client account information is updated on a nightly basis keeping client data fresh for analysis.
Riskalyze
Risk Assessment
Salesforce
CRM
Salesforce and HiddenLevers have a powerful two-way integration to sync client and risk tolerance data. Firms using the HiddenLevers Hello-To-Close workflow often utilize the Salesforce integration for the pre-onboarding phase of the client experience.
TD Ameritrade Institutional
Custodian
TradePMR
Trading + Rebalancing
Wealth Access
Portfolio Management System
Wealth Access and HiddenLevers offer an integrated solution to upgrade your workflow. Sync your Wealth Access portfolios, clients and models into HiddenLevers and start your analysis in a few clicks.
Additional Services Partners