Investment Proposals

Quick and easily generate robust, customized proposals for prospects and clients.

Simplify the conversation on macro risk with our comprehensive proposoals

Investment Proposals is one of

HiddenLevers most popular client-facing


We've built a next-level risk-forward interactive proposal system that streamlines anything you're doing manually in-house.

With HiddenLevers Proposals you have the ability to compare your recommendation to client or prospect portfolios, and build proposal templates from a variety of analysis modules including:

  • Scenario-Based Stress Testing

  • Fee + Expense Analysis

  • Performance History

  • Historical Drawdowns

  • Risk + MPT Analytics

The Benefits of Proposal Generation

Illustrate your data + Simplify the Conversation 

Illustrate the impact of economic risks on  models, current clients and prospects' holdings with our investment proposals.

Own the Macro Risk Conversation

HiddenLevers' Economic Research team creates or updates new scenario every month to reflect economic events in real time.

Create Unparalleled Client Experience

Our client-ready reports help to enhance your presentations and client/prospect meeting.

Customize + tailor your proposals to 

meet your client's needs

There are many different ways to customize HiddenLevers proposals to complement your brand including:

- The color & logo in the header and footer

- The "Primary Color”, “Font Color” and “Primary Font”

- The number + arrangement of proposal modules

- The ability to add your own cover page

- The ability to add additional files + marketing pages

Users are also able to create proposal templates. This allows you to create multiple versions of the Proposal so you can easily switch between various setups. For example, you could have a report template designed for prospects, one designed for client reviews, one for model analysis, etc.

Want to see a sample HiddenLevers investment proposal? Click below for our pdf.


© 2020 HiddenLevers 


© 2020 HiddenLevers