Turn prospects into loyal clients.
In these times of uncertainty your prospects need reassurance that no matter what the future holds, they will be properly invested.
From Risk Assessment, to Stress Testing, to Investment Proposals - HiddenLevers makes the investment process interactive and engaging.
For a limited time, we are offering 50% off our
Elite subscription for an ENTIRE YEAR ($7200 savings)
Capture client risk tolerance with a mobile-friendly questionnaire, or consider customizing 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 proposals 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.
Integrate your electronic signature platform for clients + advisors to sign
"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