--- description: Review of HiddenLevers Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: HiddenLevers | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/4259/stock-portfolio-management/software) > [HiddenLevers](/software/285045/hiddenlevers) # HiddenLevers Canonical: https://www.softwareadvice.co.nz/software/285045/hiddenlevers Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/285045/hiddenlevers?page=2) > HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory platform, staff members can generate custom branded proposals, monitor client risk tolerance, and create investment cost comparisons, among other operations. HiddenLevers enables team members to conduct what-if scenario analysis and stress testing to visualize and gain insights into overall business product performance. It lets employees use investment objectives, loss tolerance, and other custom benchmarks to track allocation drifts. It allows users to gain visibility into downside and upside risks for cash flow, assets, EBITDA, and revenue across multiple macroeconomic scenarios. Additionally, supervisors can automatically reconcile net flows, generate reports on new clients, and monitor advisor performance. HiddenLevers comes with an application programming interface (API), which allows businesses to integrate the platform with several third-party solutions. It is available on annual and monthly subscriptions and support is extended via phone, live chat, email, documentation, and other online measures. > > Verdict: Rated **4.3/5** by 58 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 58 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Orion ## Commercial Context - **Starting Price**: US$300.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. Basic: $300/month or $3,600/year Pro: $600/month or $7,200/year Elite: $1,200/month or $14,400/year Prime: Starts at $2,400/month or $28,800/year Please contact HiddenLevers directly for further pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Benchmarking - Bonds/Stocks - Client Management - Compliance Management - Data Import/Export - Data Management - Fee Management - Financial Analysis - Financial Management - Financial Risk Reporting - For Investment Advisors - For Traders - Forecasting - Historical Reporting - Market Risk Management - Modeling & Simulation - Monitoring - Performance Metrics - Portfolio Analysis ## Integrations (2 total) - Redtail CRM - Salesforce Sales Cloud ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Stock Portfolio Management Software](https://www.softwareadvice.co.nz/directory/4259/stock-portfolio-management/software) ## Related Categories - [Stock Portfolio Management Software](https://www.softwareadvice.co.nz/directory/4259/stock-portfolio-management/software) - [Financial Risk Management Software](https://www.softwareadvice.co.nz/directory/4165/financial-risk-management/software) - [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software) ## Alternatives 1. 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Too many pathways of navigation. ----- ### "HiddenLevers Review" — 5.0/5 > **George** | *11 August 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I mostly use the reports to show clients their current allocation and stress testing their portfolios to make sure they are invested in the correct allocation for their tolerance. I also use it to compare different portfolio's for clients and prospects and to look at the current holdings in each of our models, since they are updated in real time. We use HL for every client meeting we have. It's by far the best risk tolerance tool we've found\! > > **Cons**: Yes, we'd like to be able to easily add indexed annuities and other products like the ETFs with some downside protection. > > It's by far the best risk tolerance software and great to show clients how they are allocated, risk exposure as well as potential gain and loss overtime ----- ### "Good start" — 3.0/5 > **Rebecca** | *5 August 2020* | Financial Services | Recommendation rating: 5.0/10 > > **Pros**: Once we were trained on the product, finding the link, downloading the surveys into pdf were easy. > > **Cons**: It's very difficult to search for clients to see if they have filled out a survey, it seems like the only way to find their survey is to click the emailed link once they have completed it. Also, the link to send to clients is very cumbersome, and there are no features to change the name of the sender - ie I am sending the survey on my boss' behalf. ----- ### "The Good and The Bad" — 4.0/5 > **David** | *7 August 2020* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support. > > **Cons**: Portfolio comparison report requires ability to customize, or be improved. The report, specifically the large arrows front and center, are not conducive to client presentations and require skipping around. Furthermore, a rebalancing function would benefit the platform so we can show what rebalancing efforts add or detract from portfolio management over one, three, or five years. > > Very positive and an excellent method for documenting fiduciary recommendations. ----- ### "Building better Client Portfolios" — 5.0/5 > **Richard** | *7 August 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The software provides a detailed analysis of the key drivers to a portfolio's risk and return. It allows the user to quickly understand portfolio strengths and weaknesses relative to a specific benchmark or custom portfolio. It's also highly intuitive and reasonably easy to use. > > **Cons**: I think the market is beginning to trade increasingly off factors and less off Morningstar style boxes. I note \[SENSITIVE CONTENT HIDDEN\] at JPM often dismisses style boxes but will entertain questions about how momentum is impacting performance. Therefore, an analysis of how much a portfolio's return is driven by momentum vs. dividends vs. Size vs Growth v Value (Fama/ French/ Cahart) relative to a standard benchmark such as the S\&P500 would be a nice value add. > > I consider HL an excellent risk management tool. Staff support is great. Client facing presentations are easy to explain and understand. And the software is intuitive in usuer interface. High marks on all accounts. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/285045/hiddenlevers?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/285045/hiddenlevers) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data