Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.
API Access
Has API
API Access
Has API
Integrations
Addepar
Pricing Details
$300 per user per month
Free Trial
Free Version
Pricing Details
$39 CAD
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HiddenLevers
Country
United States
Website
www.hiddenlevers.com
Vendor Details
Company Name
Dacris Software
Founded
1998
Country
Canada
Website
www.dacris.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection