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
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.