Seamlessly import your portfolios from MoneyGuidePro to HiddenLevers for stress testing, proposal generation, cash flow analysis + more
In less than 5 minutes you can turn on your HiddenLevers integration and begin stress testing your MoneyGuidePro portfolios.
With HiddenLevers you'll have the ability to stress test your portfolios and produce various client-facing output to create a one of a kind client experience.
Single Sign On
Access HiddenLevers Features
Sync Outside Portfolios
Show your clients how portfolios you manage compare to their portfolios that are managed elsewhere.
Better portfolios, beautiful proposals, and firm-wide risk analytics in one platform.
Comprehensive Client Workflow
Advisors get a streamlined journey taking a prospect or client through risk tolerance, pulling in current holdings + goals for a diagnostic, and building recommendations.
Address client concerns quickly and guide the conversation towards economic events using over 100 built-in, customizable scenarios.
Quickly and easily generate robust, branded proposals for prospects and clients with a variety of analysis modules.
What Is Stress Testing?
Stress Testing is about assessing the potential impact of economic scenarios (e.g. oil crash,
inflation, etc.) on your portfolio and other investments.
In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio.
Check out our 2020 Model Performance Review
Frequently asked questions
What does HiddenLevers do?
HiddenLevers is a premier risk technology 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.
How do I use MoneyGuidePro with HiddenLevers?
You can easily use HiddenLevers directly from your MoneyGuidePro account to stress test your portfolios, create proposals, and more. View our recent Riskalyze webinar or schedule a demo with one of our experts.
How much does HiddenLevers cost?
You can check out our pricing + plans here.
If you have additional questions please contact email@example.com