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
Many managers of Small and Medium-sized Enterprises (SMEs) recognize the importance of closely monitoring their financial data. Yet, delving into financial analysis can frequently feel overwhelming. Additionally, the accounting systems in place may not always yield the necessary insights. Ooble serves as an ideal solution for professional services firms, business consultants, and financial institutions looking to enhance their offerings to clients. By accessing the concealed insights within your accounting system, ooble helps forecast future trends. We collaborate with our clients to create customized solutions that align with their operational and financial needs. This comprehensive service encompasses installation, configuration, training, thorough documentation, and ongoing support to ensure success. Ultimately, our goal is to empower businesses to make informed decisions based on actionable data.
API Access
Has API
No
API Access
Has API
No
Integrations
Addepar
No
Pricing Details
$300 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HiddenLevers
Country
United States
Website
www.hiddenlevers.com
Vendor Details
Company Name
Protelligent
Country
United Kingdom
Website
protelligent.co.uk/products.htm
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
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
Yes
Visual Analytics
No