HiddenLevers Helps Advisors Win New Business
Schedule a demo to learn how you can create an unparalleled client experience using our Advisor platform.
Full Investment Process. One Solution.
Capture client risk tolerance with a mobile-friendly questionnaire, or consider HiddenLevers Elite to customize questions + scoring methodology.
Compare the performance of up to four portfolios across multiple scenarios, enabling you to present allocation options and discuss risk in real terms with clients.
Stress test your investment portfolios using over 100+ built-in scenarios, or change economic assumptions on the fly to create your own scenarios.
Analyze goals and income flows across the client's lifetime and estate plan, with support for tax consequences, insurance benefits, and more.
Create modular, digital proposal with adjustable sections, interactive functionality, and electronic signature for digital experience.
Visualize the impact HiddenLevers scenarios and goals have on your client's retirement and investment future.
"We were early adopters of HiddenLevers technology and now consider it a key tool for our practice."
Searcy Financial Services
"HiddenLevers immediately improved our
work internally and with clients.”
Resonant Capital Advisors