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HiddenLevers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio stress testing software for advisory firms
Table of Contents
HiddenLevers - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
HiddenLevers overview
What is HiddenLevers?
HiddenLevers is a portfolio stress testing platform that helps advisory firms, marketers, wholesalers, financial advisors, and asset managers generate investment proposals, monitor risks, and conduct stress tests, among other processes on a centralized platform. The model blender tool allows advisors to assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
HiddenLevers provides built-in stress testing scenarios, which enable businesses to use economic scenarios to test investment portfolios, stocks, structured products, equity options, and bonds. It lets staff members automatically report new clients, track profitable advisors, reconcile net flows, and monitor key performance index (KPIs) across firms, clients, or advisors. It also lets employees track and monitor allocation drift using investment objectives, loss tolerance, and custom benchmarks.
HiddenLevers comes with an API, which allows businesses to integrate the system with several third party solutions, such as Salesforce, RedTail CRM, Grendel, and MoneyGuidePro. It allows supervisors to analyse and compare advisory fees and investment costs of clients and prospects. Managers can also access upside and downside risks for assets, revenue, and cash flows across several macroeconomic scenarios.
Starting price
per month
Alternatives
with better value for money
HiddenLevers’s user interface
HiddenLevers pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.2
Features
4.3
Ease of use
3.8
Customer support
4.5
Reviews sentiment
What do users say about HiddenLevers?
Users report HiddenLevers offers an intuitive interface and clean visuals, making client presentations straightforward and risk analysis easy to explain. They find inputting portfolios and navigating the tool mostly simple, though some mention a steep learning curve and occasional difficulty with site navigation and tutorials. They appreciate the appealing graphics and customization options for branding, but say navigation can feel overwhelming with too many pathways.
Reviewers indicate HiddenLevers helps them demonstrate and compare client risk profiles, analyze portfolios against benchmarks, and run scenario tests that engage clients. They note manual portfolio imports and limited integration can be frustrating, and some find certain features clunky or lacking.
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Who uses HiddenLevers?
Based on 58 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewsHiddenLevers's features
Features rating:
HiddenLevers alternatives
HiddenLevers
Starting from
300
Per month
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Starting from
0
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No pricing info
HiddenLevers pricing
Pricing plans
Pricing details:
User opinions about HiddenLevers price and value
Value for money rating:
To see what individual users think of HiddenLevers's price and value, check out the review snippets below.
David Y.
Partner
Kevin B.
Trading & Investment Associate
HiddenLevers integrations (3)
Top integrations
HiddenLevers support options
Typical customers
Platforms supported
Support options
Training options
HiddenLevers FAQs
HiddenLevers has the following pricing plans:
Starting from: $300.00/month
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of HiddenLevers?
HiddenLevers has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does HiddenLevers support?
HiddenLevers supports the following languages:
English
Q. Does HiddenLevers offer an API?
Yes, HiddenLevers has an API available for use.
Q. What other apps does HiddenLevers integrate with?
HiddenLevers integrates with the following applications:
Salesforce Sales Cloud, Redtail CRM
Q. What level of support does HiddenLevers offer?
HiddenLevers offers the following support options:
Chat, Email/Help Desk, Phone Support, Knowledge Base