AppFolio Investment Management vs HiddenLevers Comparison

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Overview

AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking,...

HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$300.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

(5)

5

4

3

2

1

4

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.3

(57)

5

4

3

2

1

23

30

2

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

Pros

Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.
Ve really enjoyed working with the evolving software that supports our desire to provide smart decision-support that is advisor-centric and client-focused.
Very positive and an excellent method for documenting fiduciary recommendations.

Cons

Cons

Manipulating data can be difficult at times. Customizing the reports can also be a pain.
I am more likely to use my financial planning software for running Monte Carlo situations than Hidden Levers because of the limited functionality and inability to look at multiple scenarios easily.
The risk tolerance questionnaire has to be turned in with each new account, but it goes above and beyond other RTQs by providing the analysis and crash testing scenarios.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features19
  • "What If" Scenarios
  • API
  • Accounting Management
  • Activity Tracking
  • Analytics
  • Asset Management
  • Benchmarking
  • Built-In Database
  • Business Intelligence
  • CRM Integration
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Data Import
  • Data Import/Export
  • Data Migration
  • Digital Signature
  • Distribution Management
  • Document Management
  • Document Storage
  • Email Integration
  • Financial Analysis
  • Financial Management
  • Historical Analysis
  • History Tracking
  • Monitoring
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Performance Testing
  • Projections
  • Proposal Generation
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Updates
  • Reporting & Statistics
  • Revenue Management
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Scenario Planning
  • Self Service Portal
  • Third Party Integration
  • Visual Analytics
  • Workflow Management
  • Total features37
  • "What If" Scenarios
  • API
  • Accounting Management
  • Activity Tracking
  • Analytics
  • Asset Management
  • Benchmarking
  • Built-In Database
  • Business Intelligence
  • CRM Integration
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Data Import
  • Data Import/Export
  • Data Migration
  • Digital Signature
  • Distribution Management
  • Document Management
  • Document Storage
  • Email Integration
  • Financial Analysis
  • Financial Management
  • Historical Analysis
  • History Tracking
  • Monitoring
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Performance Testing
  • Projections
  • Proposal Generation
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Updates
  • Reporting & Statistics
  • Revenue Management
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Scenario Planning
  • Self Service Portal
  • Third Party Integration
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrationsN/A
  • BombBomb
  • BoomTown
  • Contactually
  • DocuSign
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • LinkedIn
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Nexus
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stripe
  • Xero
  • Zapier
  • dotloop
  • Total integrations2
  • BombBomb
  • BoomTown
  • Contactually
  • DocuSign
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • LinkedIn
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Nexus
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stripe
  • Xero
  • Zapier
  • dotloop

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

AppFolio Investment Management vs. HiddenLevers

See how AppFolio Investment Management and HiddenLevers stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.