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Average Ratings 0 Ratings

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features
design
support

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Description

A platform designed for growth hacking management enables users to systematically conduct tests and experiments throughout the entire customer journey, aligning growth KPIs with the overall company strategy while ensuring that no opportunities are overlooked. This platform is specifically tailored for several groups: Growth Teams that aim to execute rapid testing across the customer journey; CRO Teams focused on A/B testing landing pages, home pages, and emails to identify optimal versions; Innovation Teams seeking new product ideas, business lines, or ambitious projects; Agencies that oversee testing for various clients using different growth strategies; and Accelerators & Incubators that support multiple startups simultaneously while tracking their progress. The platform allows users to document their strategy effectively, helping to establish a North Star Metric and link it to either a behavioral data tool or Google Sheets for seamless automatic updates. Additionally, users can set clear objectives and crucial KPIs to monitor their growth initiatives effectively. By providing these essential features, the platform ensures that all teams can work in sync towards achieving their growth aspirations.

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 

Integrations

Addepar Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

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 No 

Types of Training

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

Vendor Details

Company Name

GrowthHackers

Founded

2003

Country

United States

Website

contentools.com

Vendor Details

Company Name

HiddenLevers

Country

United States

Website

www.hiddenlevers.com

Product Features

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Gantt Charts No 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking No 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking 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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