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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.
Allocation Drift Tracking Track and monitor allocation drift using loss tolerance, investment objective, 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 Visualize Your Data: Forecast the Future
  • Understand your firm's performance in any market conditions with stress testing
  • See how every advisor is allocated
  • Gauge each client's profitability
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 Visualize Your Data: Big Picture Planning
  • 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 Visualize Your Data: Mitigate Risk
  • 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 drift relative to model or investment objective
Ready to get started? HiddenLevers 800.277.4830 (toll free) 212.292.3147 (international) sales@hiddenlevers.com