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Start ups Angel Investors Syndicates Private Equity funds
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.
Amazing experience of investing in startups with minimum capital. Perfect for the beginners.
The CSOP MODEL is what I don't like due to taxes.
Very good and fantastic platform for startup investment. Very good customer service.
Its good but website is working bad in mobile browser.
Great startup options to explore and invest in. Great opportunity for beginners.
It is the greatest experience that I will ever have with this software.
HiddenLevers
Top FeaturesTyke
HiddenLevers
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