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Last update: 25 Apr, 2024 167 Views

What can hiddenlevers do for you? With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real time. For Marketers + Wholesalers Use HiddenLevers to stress test and perform comparative analytics on inpidual securities, portfolios, households, and models.

How much does hiddenlevers cost? HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. Basic: $300/month or $3,600/year Pro: $600/month or $7,200/year Elite: $1,200/month or $14,400/year Prime: Starts at $2,400/month or $28,800/year Please contact HiddenLevers directly for further pricing details.

What is forfor executive teams hiddenlevers? For Executive Teams HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the inpidual advisor's book of business.

How does hiddenlevers compare to other risk technology? Michelle Kessel-Harbart Chief Operating Officer, Avisen Securities "HiddenLevers is very advisor-friendly and very client-friendly, while with other tech it's either one or the other." HiddenLevers is a risk technology platform providing next-level applications for the wealth management space.

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HiddenLevers. HiddenLevers is usually the one shining the spotlight on our users, but this week the spotlight is shining on HiddenLevers' co-founder Praveen Ghanta. He was recently interviewed by Manish Khatta, of Potomac Fund Management, after HiddenLevers was chosen to power their client proposal system. After two years of failed attempts

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