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Raymond James + HiddenLevers Partnership

Raymond James + HiddenLevers Integration
Frequently Asked Questions What is HiddenLevers? HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.
HiddenLevers sounds interesting, but what's the benefit for advisors? Advisors agree, HiddenLevers brings value by:
  • Attracting new clients and AUM
  • Increasing client confidence and referrals
  • Showcasing strategies against specific Macro concerns or events
Please contact HiddenLevers at 800.277.4830 or click here to schedule an online demo.
How much does HiddenLevers cost? Pricing depends on the features needed, please see the pricing chart below. How do I use HiddenLevers with Raymond James software? HiddenLevers has been integrated into Raymond James’ Goal Planning & Monitoring. Please use the following setup guide to get started with HiddenLevers via Goal Planning & Monitoring:

HiddenLevers – GPM Reference Guide

Raymond James Pricing

Features Basic Pro Elite Enterprise
Portfolio Risk Profiles
Economic Data Center
War Room Webinars
Integrations
Risk Tolerance Questionnaire
Stress Testing
Custom Branding
Portfolio Comparison Reports
Phone Support
Hedging Wizard
Correlation Screener
Portfolio Optimizer (beta)
Embedded Stress Testing App
Options / Alternatives / SMAs
Custom Risk Questionnaire
Batch Stress Testing
CUSIP Data Feed
Custom Scenarios
Risk Monitor
Super User Tool
Custom Features
Logins 1 3 8 Per firm*
Pricing (per month) $300 $600 $1200 Call for Pricing
3-Month Trial Discount $200 $300 $600 Call for Pricing
Discount Code TRYHL PROHL3 ELITEHL3 --
Sign Up Now Basic Pro Elite Call