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.
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
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 client’s misaligned from risk tolerance
- Monitor asset allocation against IPS or investment objective