HiddenLevers vs ICONOMI: Which is a better fit?

Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.

I am having trouble understanding the risk analysis side of the software. It is difficult to analyze a "risk score" and to track if a client is on track with their set risk score.

This has been a great proposal tool that we have used with our clients, and the customizable proposal is very attractive.

It was confusing and complicated to use at first.

The support team at Hidden Levers, specifically those handling the chat support, has been outstanding in their responsiveness to any questions we had about the software.

I don't like the thumbnail icons and a lot of it just looks goofy.

Very positive and an excellent method for documenting fiduciary recommendations.

Lack of calculated fields. Don't know if a function of application or a setup choice.

Over the years Iconomi has been stable and safe platform to use. I like the consistency of the Iconomi team in providing security as well as user friendly easy to use platform.

Also, whenever there are any real issues that the community tries to discuss there is virtually no response from the team or some very "politically correct" answer that provides no insight.

Great experience compared to other platform that don’t have active portfolio management. Also comments and post on the platform are important to understand current trends in the market.

They lost so much ether due to the parity hack.

I always recommend it to my friend and any people who ask if you don't want to bother about how to trade and do mirroring to someone it is a great place to be, on ICONOMI platform.

I cannot think of anything I would dislike about it.

UX and UI are very nice. The simplicity of the system is very nice.

You do not remove inactive strategies, you have no rules for poor performing strategies, which doesn't benefit the platform at all.