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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AWS Trusted Advisor is a web-based tool that offers real-time recommendations to assist you in configuring your resources in alignment with AWS best practices. By running checks, Trusted Advisor helps enhance your AWS setup, bolster security and performance, lower overall expenses, and keep an eye on service limits. Regularly utilizing the insights provided by Trusted Advisor is essential, whether you are initiating new processes, building applications, or seeking continuous improvement, as it aids in maintaining the optimal provisioning of your solutions. Users with AWS Basic Support and AWS Developer Support benefit from 6 security assessments (including S3 Bucket Permissions and IAM Use) along with 50 checks on service limits. Conversely, customers with AWS Business Support and AWS Enterprise Support gain access to the complete suite of 115 Trusted Advisor checks, comprising 14 for cost optimization, 17 related to security, 24 focusing on fault tolerance, 10 aimed at performance, and 50 that monitor service limits. This comprehensive approach ensures that users can maximize the efficiency and security of their AWS environments.

Description

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
New Relic Yes 
Sophos Cloud Optix Yes 

Integrations

Addepar Yes 
New Relic No 
Sophos Cloud Optix No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$300 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Vendor Details

Company Name

HiddenLevers

Country

United States

Website

www.hiddenlevers.com

Product Features

Cloud Management

Access Control Yes 
Billing & Provisioning No 
Capacity Analytics Yes 
Cost Management Yes 
Demand Monitoring Yes 
Multi-Cloud Management No 
Performance Analytics Yes 
SLA Management No 
Supply Monitoring No 
Workflow Approval No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management Yes 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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