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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
AssetBook
Portfolio Management System
BlackDiamond
Portfolio Management System
Blueleaf
Portfolio Management System
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
Folio
Portfolio Management System
Fortigent
Portfolio Management System
Grendel
CRM
LPL Branchnet
Portfolio Management System
LPL WealthVision
Financial Planning
MoneyGuidePro
Financial Planning
Morningstar
Investment Research
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
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
Additional Services Partners