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Exec Teams: See aggregate risks, financial projections, and key performance indicators

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Risk Monitor

Firm / Advisor / Client KPI Tracking Automatically report new clients, reconcile net flows, and track your most profitable advisors.
Risk + Revenue Stats View Upside and Downside risk of your assets, cash flows, revenue, and EBITDA, across a range of macroeconomic scenarios.
Earnings Call Prep Generate an executive summary of the firm's risk + revenue landscape with Automated Insights™ for Board of Directors, Analyst Calls, or Partner Meetings.
M+A / Lending Due Diligence Quickly assess potential deals by importing books of business and viewing their risk/revenue. Track drift from loan covenants.
IPS Tracking + Drift Track IPS completion and monitor allocation drift using loss tolerance or custom benchmarks.
Share Class + Fees Optimization Ensure every client is in appropriate share class and identify + replace high cost securities across the firm.

Business Intelligence

For Leading Edge Advisory Firms HiddenLevers Business Intelligence platform allows firms to understand it all. Using scenario-based stress testing, your firm can see how your firm would perform in any market condition. Understand how every advisor is allocated with a click of button. Do you know each client's profitability? With BI, you can now see every projection, indicator, and stat ... before they happen.
Monitor risk across an entire firm, stress test an advisor's book of business, empower your management team with analytics to drive growth.

Financials

For Executives With Business Intelligence, understand the following:
  • Firm Revenue + Profitability Projection
  • Stress Test Firm Assets Under Any Market Change
  • Firm, Office, or Advisor Level Revenue + Profits
  • Asset + Client Flows
  • Contributions + Withdrawals
  • M&A Due Diligence
Monitor risk across an entire firm, stress test an advisor's book of business, empower your management team with analytics to drive growth.

Stress Testing + Allocation Drift

For Compliance Officers Do you know how your firm would perform in a 20% correction? 10% upside? Black swan event? With Business Intelligence risk monitoring, you can:
  • Stress Test every client, advisor, account, and even the firm
  • Analyze beta to the market for firm, advisors, and clients
  • Quickly see clients misaligned relative to risk tolerance
  • Monitor asset allocation against IPS or investment objective
Ready to get started? HiddenLevers 800.277.4830 (toll free) 212.292.3147 (international) sales@hiddenlevers.com