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About

Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. 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 individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.

About

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a Stock Portfolio Management platform

Audience

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$300 per user per month
Free Version
Free Trial

Pricing

$1,188 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HiddenLevers
United States
www.hiddenlevers.com

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Alternatives

VestmarkONE

VestmarkONE

Vestmark
MarketRisk

MarketRisk

Dacris Software

Categories

Categories

Stock Portfolio Management Features

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

Integrations

Addepar
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney

Integrations

Addepar
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Morningstar
MyRepChat
NetX360
Portfolio Lab
Redtail CRM
Salesforce
Snappy Kraken
VISE
Wealthbox
eMoney
Claim HiddenLevers and update features and information
Claim HiddenLevers and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information