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Trades management solutions designed to help investors, traders, and investment banking businesses rank market data, manage risks, and more.
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.
What i like the most about TI is how extremely customizable it is. I also like that they have great support.
I hate those giant race things that take up most of the screen. You need to make those adjustable in size.
Overall, the product is quite good. I have been able to customize scanners to find stocks of interest, and the backtester lets me know if the strategies are profitable.
Relative Volume doesn't work at all up unting the market opens. Charts only works staring 7:00 am, with is bad for premarket traders.
The layout is super flexible and easy to set up according to my needs. Alerts can be created and tweaked easily and they work reliably.
The high price point can be a sticker shock for smaller accounts.
Excellent software, excellent customer service, training and support.
Very hard to find a con. one was not being able to have docked windows.
HiddenLevers
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HiddenLevers
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