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What is HiddenLevers?

Leading wealth management firms leverage the HiddenLevers Advisor Platform to evaluate client risk profiles, perform portfolio stress tests, and craft strategies that not only mitigate risks but also align with their long-term goals. This innovative platform allows advisors to develop customized proposals that highlight risk tolerance, fee attribution, stress test outcomes, and a comprehensive analysis categorized by investment style and sector, all while maintaining their unique branding. Additionally, HiddenLevers provides executives in financial institutions with critical business intelligence that facilitates the management of risks related to assets under management (AUM), client bases, revenue flows, and overall profitability, extending to assessments of individual advisor portfolios. The platform is equipped with adaptable tools for tracking and visualizing risk metrics, asset fluctuations, and key performance indicators tailored to the firm’s needs, thereby empowering leadership to effectively navigate complexities and respond rapidly to dynamic market conditions. By harnessing these insights, firms not only refine their decision-making frameworks but also enhance the overall experience and outcomes for their clients. In this way, the HiddenLevers platform serves as both a strategic ally and a powerful resource for wealth management professionals.

What is Co-Pilot?

Introducing Co-Pilot, an advanced multi-asset portfolio trading platform tailored for proactive wealth managers seeking innovative solutions. Flyer offers a robust FIX solution that comprises a wide range of software, integrations, development kits, and dedicated support services. This comprehensive investment platform consolidates portfolio and order management within a single multi-asset application, all backed by the Flyer Trading Network. The Co-Pilot API allows developers to quickly create their own trading platforms while connecting with diverse trading partners, ensuring a smooth and user-centric experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, thus simplifying trading interactions with custodians and brokers. Navigating the intricate workflows involved in managing a diverse mix of equities and mutual funds necessitates the use of advanced trading tools. When potential allocation combinations are layered together, the number of unique portfolio possibilities increases exponentially, showcasing the platform's adaptability and efficacy in wealth management. As the financial landscape shifts and evolves, Co-Pilot is prepared to transform and fulfill the dynamic needs of its users while continuing to innovate in the trading space. This readiness for adaptation ensures that wealth managers can confidently rely on Co-Pilot to enhance their trading strategies.

Media

Media

Integrations Supported

Addepar
ByAllAccounts
Envestnet | Yodlee
Orion
Riskalyze

Integrations Supported

Addepar
ByAllAccounts
Envestnet | Yodlee
Orion
Riskalyze

API Availability

Has API

API Availability

Has API

Pricing Information

$300 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HiddenLevers

Company Location

United States

Company Website

www.hiddenlevers.com

Company Facts

Organization Name

FIX Flyer

Date Founded

2004

Company Location

United States

Company Website

fixflyer.com

Categories and 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

Categories and 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

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