Asset Managers: Adapt your outreach + support strategies to better serve advisors

Digital transformation was underway prior to the pandemic, but the resulting economic crisis has accelerated the trend.

Advisors need Asset Managers to adapt their strategies, tech stack, and client experience to betters serve them for the long lasting impact of covid.

Enterprises that invest substantially in digital transformation are reaping the rewards of those investments and pulling ahead of their competitors.

 

Are you ready to take your tech to the next level?

HiddenLevers modernizes the

investment process

For marketing teams: We’ve created API connections to create a unique client experience that enables product discovery through questionnaires + bringing fund profiles to life.
 

For portfolio construction teams: We’ve created a streamlined method of ingesting models, analyzing current holdings, creating recommendations, and generating sales output.  We’ve extended the reach of our client’s portfolio construction teams leading to significantly more prospects being served.  
 

For client facing sales teams: We’ve created interactive applications + automated insights for in person meetings leading to quicker closes, broader reach and happier clients.

"HiddenLevers was the missing piece we needed to complete the Axxcess Platform. Advisors will now have more time to focus on scaling their business, and strive to deliver a rich client experience.”


Cory Person
Axxcess

"With HiddenLevers’ interactive platform, we found a natural partner who understands the importance of managing risk to deliver consistent outcomes.”

Karrie Van Belle
AGF

Attract new clients and respond to your customers’ needs faster than ever, within a single platform.

Robo PM Consultant

Extend your investment strategist's reach using Automated Insights

Tablet Apps

Customizable applications for your sales team

Institutional Analytics

Generate model insights + output suitable for money managers.

Robo Wholesaler

Website tools to enable self-discovery

and strategy selection by advisors.

Peer Benchmarking 

Monitor and segment lead list using

risk parameters, net flows and portfolio anatomy

Allocator Workflow

Connect model/portfolio improvement workflow directly to CRM.

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