HiddenLevers - INSART

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HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

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About

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and 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 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. HiddenLevers is the ultimate tool for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk.

Contacts

https://www.hiddenlevers.com/

https://www.linkedin.com/company/hiddenlevers/

https://twitter.com/HiddenLevers

Products / Services

Risk Tolerance Stress Testing Proposal Generation Analytics Portfolio Construction Portfolio Optimization Investment Screening

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 1

Partnership: 0

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Billing, Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing

Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular...

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Partnership: 0

Addepar

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Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

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Partnership: 0

AssetBook

Analytics, Billing, Portfolio Reporting

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. We...

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Partnership: 0

Albridge | BNY Mellon

Account Aggregation, Portfolio Reporting

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Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 8

Partnership: 0

Blueleaf

Account Aggregation, Billing, Portfolio Reporting

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Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 3

Partnership: 0

Folio Institutional

Broker-Dealer Platforms, Custodial Platforms, Custodian, Portfolio Management, Tax Planning, Trading

Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement...

Integrations: 2

Partnership: 0

Grendel | Equisoft

CRM

Grendel's modules include exhaustive client information management, compliance management, wealth management, account aggregation, email and file archive, client portal, practice...

Integrations: 3

Partnership: 0

MoneyGuidePro | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 16

Partnership: 0

Morningstar Office

Portfolio Management

Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 5

Partnership: 0

Raymond James

Broker-Dealer Platforms, College Planning, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...

Integrations: 13

Partnership: 0

Salesforce Financial Services Cloud

CRM

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 7

Partnership: 0

TradePMR

Custodian

For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs) helping to provide the innovative...

Integrations: 3

Partnership: 0

Wealth Access

Account Aggregation

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor...

Integrations: 26

Partnership: 0

eMoney Advisor | Fidelity Investments

Account Aggregation, Analytics, Financial Planning, Retirement Planning, Tax Planning

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

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