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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 Experiments by GrowthHackers?

A growth hacking management platform empowers users to methodically perform tests and experiments across the entire customer journey, ensuring that growth KPIs align with the broader company objectives and that no potential opportunities are missed. This innovative platform caters to a diverse range of users, including Growth Teams that prioritize rapid testing throughout the customer experience; CRO Teams dedicated to A/B testing various elements like landing pages, home pages, and emails to find the most effective versions; Innovation Teams that are on the lookout for fresh product concepts, new business avenues, or ambitious projects; Agencies responsible for managing testing for multiple clients with differing growth strategies; and Accelerators & Incubators that assist numerous startups simultaneously while tracking their progress. In addition to these functionalities, the platform provides users with tools to accurately document their strategies, enabling them to establish a North Star Metric linked to either a behavioral data tool or Google Sheets for effortless automatic updates. Moreover, users have the capability to define clear goals and essential KPIs, which are crucial for effectively monitoring their growth efforts. By integrating these vital features, the platform ensures that all teams can collaborate cohesively, working towards the shared aim of realizing their growth goals while adapting to changing market conditions.

Media

Media

Integrations Supported

Addepar

Integrations Supported

Addepar

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$99 per month
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

GrowthHackers

Date Founded

2003

Company Location

United States

Company Website

contentools.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

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

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