--- title: "HiddenLevers Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HiddenLevers Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/179454/HiddenLevers/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # HiddenLevers Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) HiddenLevers ## What is HiddenLevers? HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. ## What is HiddenLevers used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 57 user reviews Reviews sentiment Positive 93% Neutral 3% Negative 3% Starting price $300 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HiddenLevers?[Manage this product listing](https://www.g2.com/products/orion-risk-intelligence/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HiddenLevers 4.3 (58) VS. [### Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting Price $300 Flat Rate, Per Month Starting Price $3500 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (58) Ease Of Use 5.0 (3) Value For Money 4.1 (47) Value For Money 5.0 (3) Customer Service 4.5 (51) Customer Service 5.0 (3) ## HiddenLevers alternatives [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164389/PackHedge/) [AlternativeSoft](https://www.capterra.com/p/79218/AlternativeSoft/) [4.6 (14)](https://www.capterra.com/p/79218/AlternativeSoft/reviews/) Starting price $8000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79218/AlternativeSoft/) [AMINDIS](https://www.capterra.com/p/229953/AM-DIS/) [0.0](https://www.capterra.com/p/229953/AM-DIS/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229953/AM-DIS/) [View all alternatives](https://www.capterra.com/p/179454/HiddenLevers/alternatives/) ## FAQs about HiddenLevers Overview ### What problems does HiddenLevers solve? HiddenLevers solves unclear portfolio risk discussions by analyzing allocations, holdings, risk drivers, and risk-reward tradeoffs against benchmarks or proposed strategies. Financial advisors, investment teams, and wealth managers use scenario stress tests, client questionnaires, and portfolio comparisons to align investments with client tolerance, explain market-event exposure, and create proposals and investment policy statements. Answer based on 31 reviews Overview ### Which roles and teams benefit most from HiddenLevers? HiddenLevers is most used by financial advisors, wealth advisors, and financial planners who model portfolio risk and explain market scenarios to clients. Portfolio administrators, investment specialists, and senior analysts use it to assess exposures and support investment decisions, while firm leaders and partners review portfolio-level risk in client and business discussions. Answer based on 58 reviews Overview ### What company size and specific industries is HiddenLevers built for? HiddenLevers is designed for financial services organizations, including RIAs, broker-dealer representatives, asset managers, portfolio managers, and portfolio analysts. It is a fit for firms of any size that need tools for investment research, portfolio analysis, and advisory work within wealth management and asset management settings. Features and Usability ### What are the key features of HiddenLevers? HiddenLevers includes core portfolio management, client risk analysis, and risk tolerance questionnaires for advisor-client discussions. Its differentiating features include portfolio stress testing with historical and custom scenarios, side-by-side portfolio and benchmark comparisons, proposal and IPS generation, and integrations for importing account and holdings data. Answer based on 27 reviews Pricing ### How much does it cost and what fees or limitations are included? HiddenLevers starts at $300 per month for the Basic plan, with a 14-day free trial and annual billing option. Elite costs $1,200 per month and Prime costs $2,400 per month, both with the same trial and billing option. Reviewers often describe the platform as expensive, especially for smaller offices. Answer based on 8 reviews Integrations ### Which third-party tools and platforms does HiddenLevers integrate with? HiddenLevers integrates with 2 third-party platforms: Redtail CRM and Salesforce Sales Cloud. These catalog integrations cover customer relationship management tools used for advisor and sales workflows, giving HiddenLevers compatibility with two widely used CRM systems. Answer based on 8 reviews Getting Started and Support ### What training and onboarding options does HiddenLevers offer? HiddenLevers offers in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars provide group presentations, documentation serves as written reference material, and videos offer visual walkthroughs for learning product features and processes. Answer based on 5 reviews Getting Started and Support ### What customer support options does HiddenLevers offer, and how do users rate the experience? HiddenLevers offers email/help desk, a knowledge base, phone support, and chat. Users commonly describe chat and phone assistance as prompt, knowledgeable, and helpful, with teams following up when answers require research. Some users report needing frequent support and want clearer, more thorough training materials and tutorials. Answer based on 29 reviews Ease of use ### How easy is HiddenLevers to use for portfolio analysis? HiddenLevers makes portfolio input, comparisons, and scenario analysis accessible once advisors learn the workflow. Financial advisors value its responsive navigation, Excel data entry, and client-ready risk visuals, but its many features can create a steep learning curve. Some users want clearer tutorials, simpler navigation, and more polished reports. Answer based on 27 reviews ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers highlight these as the features buyers focus on most when comparing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) HiddenLevers supports **Performance Metrics** and **Reporting/Analytics**, giving investment teams the tools to measure results and review portfolio data in detail. However, it does not include **Investments Tracking**. Instead, it offers other important capabilities that reviewers also value, including **Portfolio Management** (**40%**), **Data Import/Export** (**38%**), and **Benchmarking** (**38%**). These features help businesses organize holdings, move data between systems, and compare results against market standards, allowing teams to make more informed investment decisions. Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Compliance Management Track and manage adherence to policies for any service, product, process, or supplier HiddenLevers 31 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Fee Management: Track collected or paid charges for services performed or access granted - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - For Investment Advisors: Used by financial advisors and money managers - Forecasting: Form predictions based on past and present data/trends - Historical Reporting: Information, data and reports that are being tracked over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (58) 4.3 Based on 58 reviews ## Pricing Value for money 4.1 (47) Free Trial [View pricing plan details](https://www.capterra.com/p/179454/HiddenLevers/pricing/) Basic $300.00 Flat Rate,Per Month It includes: - Custom Branding - Digital Risk Questionnaire - Economic Data Center - Integrations - Interactive Stress Testing - Portfolio Risk Profiles - Risk Profile Comparison - War Room Webinars Elite $1,200 Flat Rate,Per Month It includes: - IPS Generation - Monte Carlo Analysis - Portfolio Optimizer - Portfolio Risk Profiles - Correlation Screener - Risk Profile Comparisoncomposition Data - Survey Tracking - War Room Webinars - Proposal Generation - Custom Branding - Custom Risk Questionnaire - Digital Risk Questionnaire - Economic Data Center - Integrations - Interactive Presentation - Interactive Stress Testing Prime $2,400 Flat Rate,Per Month It includes: - Hedge Fund + PE Data Feed - Integrations - Interactive Presentation - Interactive Stress Testing - IPS Generation - Monte Carlo Analysis - Non-Traded Reits - Options Modeling - Portfolio Optimizer - Portfolio Risk Profiles - Private Equity Modeling - Proposal Generation - Real Estate Modeling - Risk Profile Comparisoncomposition Data - SMA + Variable Annuities Feed - Structured Products Modeling - Survey Tracking - TAMP Blender - War Room Webinars - E Office Permission Controls - Economic Data Center - Docusign Integration - Digital Risk Questionnaire - Custom Risk Questionnaire - Custom Branding - Custom Asset Schema - Correlation Screener Value for money 4.1 (47) 4.1 Based on 47 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (51) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (51) 4.5 Based on 51 reviews ## User reviews Overall rating 4.3 Based on 57 reviews Filter by rating Counts reflect reviews available in this feed. 5(23) 4(30) 3(2) 2(2) 1(0) Mentioned topic Recent reviews first, then most helpful AN Analyst Analyst Used the software for: Less than 1 year ### "Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 31, 2020 Exceptional Pros Stress test are a great way to show clients about market recessions. Cons Alternative securities are difficult to implement into the system. AI Associate Investment Advisor Associate Investment Advisor Used the software for: Less than 1 year ### "Powerful tool for facilitating discussions around risk" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 19, 2020 Overall, we have been pleased with using Hidden Levers for the risk conversation with clients and see much potential for expanded use in the future with other pieces of the software (specifically the IPS functionality and proposal). 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. If they don't have the answer right away, they always follow up with updates. Pros The most impactful components of Hidden Levers are the risk tolerance workflow, stress testing, and integrations with our other software. The risk tolerance questionnaire takes a simple questionnaire to see their risk tolerance next to the risk profile. The financial planning tool and the recommendation section allows the advisor to guide the conversation toward a solution that fits their risk tolerance but also addresses the risk required to reach their goals. Stress testing has been especially useful in putting clients at ease during these past turbulent months, allowing them to see potential scenarios and how their portfolio might perform in the best, bad, and worse cases. Integrations with our performance and financial planning software allows us to easily bring in live data in for clients, saving time and effort in maintaining consistency across platforms. Cons I feel that the financial planning piece in the risk tolerance workflow is the weakest piece. 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. Most data entry is intuitive but there are still a few places where it takes quite a bit of time to get used to the layout of the system, specifically for entering holdings data and within the financial planning area. PA Portfolio Administrator Portfolio Administrator Used the software for: Less than 1 year ### "Functionality vs Professional Visuals" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 August 18, 2020 I'd give Hidden Levers a middle-of-the-road grading overall. Personally and as a firm we often take issue with the professionalism of the website and desire more appealing reporting. However, the functionality of the software is very much there and the cost/benefit is a great ratio. Pros I like a lot of it's functionality, especially the ease of use in creating and analyzing portfolios. We also as a firm like Hidden Lever's risk analysis questionnaire. Householding is easy and the functionality is mostly there. Cons Definitely the visual imagery used in the software. The reports are alright, and they get the job done, but they are also relatively unprofessional compared to some other reporting software I've seen. But the website itself is just childish in many ways. I don't like the thumbnail icons and a lot of it just looks goofy. PR President President Used the software for: 3-5 years ### "A Great Tool for Advisors and Clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 14, 2020 I was I think a fairly early adopter of HL (2016). I have loved the software since day one. The service team is great as well and listens to the ideas provided by users. Pros Portfolio stress testing is excellent. It's a way for us to more easily explain potential risks and opportunities for clients and prospects, and to tell the story as to "why" we are doing what we are doing on behalf of our clients. The ability to generate an analysis to a full blown proposal and IPS in one tool is terrific. The War Rooms are great and thought provoking. I love the sense of humor and imagery in constructing the presentations. Cons I think the hedging wizard seems to be lacking a bit. I believe there is a greater opportunity to incorporate more economic data and charting for users to maybe take business away from the Y charts of the world. If there were a better integration into core website design companies, there may be a way to provide a few selected stress tests to help clients and non-clients alike consider their exposure, and serve as a lead generation for advisors. If you can bring back CE for the long form presentations, that would be awesome ( FA Financial Advisor Financial Advisor Used the software for: 3-5 years ### "Effective tool for constructing model portfolios and analyzing the risk of a prospect's investments" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2021 We are regular users of Riskalyze in designing and modifying our model portfolio allocations and in analyzing 401k/403b holdings for our clients and prospects. We find the software easy to use, reliable, and the customer support team - who are available either by chat window or phone - are very knowledgeable and helpful. We are very happy with our decision to integrate Riskalyze into our practice. Pros The fact that this software has both a client-facing application that helps clients to really dive down to a client's individualized risk score, and also has a portfolio analysis application that helps us fine tune the risk profile of each of our models, makes Riskalyze a great tool to help clients see which of our model allocations make the most sense for them. We also use Riskalyze to analyze the risk of a prospect's investment allocation. Many of the prospects we meet with are surprised to learn the level of risk that they are currently taking on in their investment portfolio compared to their "real" risk tolerance as determined by the Riskalyze questionnaire. Cons Sometimes certain share classes of mutual funds that we try to enter into an allocation to analyze don't have a Riskalyze score assigned. However, Riskalyze allows us to assign a different share class of the same fund as a proxy for Riskalyze analysis, so we are able to get a complete picture of the risk profile of the allocation we are analyzing. FA Financial Advisor Financial Advisor Used the software for: 3-5 years ### "HiddenLevers helps me demonstrate value " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 5, 2020 It's been good! It's a built in part of our process. 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. Pros Typically, I utilize HiddenLevers to analyze the existing portfolio vs. the proposed managed strategy. I like that it shows both risk and reward. These are two elements that I try to consistently teach clients about. I think HiddenLevers does a really good job illustrating that taking 10% more risk equates to 1-2% more reward with about the same difference on the downside. Cons Sometimes it's difficult to select households and show the breakdown of the allocation. I love using HL to show the allocation breakdown, because it gives me all the information I need to properly explain the portfolio and teach my clients about the overall and underlying investments. DO Director of Business Operations Director of Business Operations Used the software for: 3-5 years ### "HL Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 31, 2020 This provides us with a straightforward, portfolio stress-testing software that is easily understood by our advisors and their clients. No issues there. I want to see HL continue to push forward with development and functionality. Pros The product is quite intuitive and easy to explain to potential users with a clean and appealing UI. Layering the data allows for a simple, surface-level view for clients but provides the flexibility for advisors to drill down into the information much further. It provides a clear picture of what is happening/could potentially happen and allows for meaningful interaction with various levers on the scenarios screen. Cons I would say that the area in greatest need of growth is with integrations. Of all the feedback I get, that is perhaps the most frequent response. It integrates well with Orion, but needs to create more robust connections to other products (Redtail, Advizr, etc). FA Financial Advisor Financial Advisor Used the software for: 3-5 years ### "Thoresen Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 10, 2020 account / portfolio allocation monitoring / re balancing. Risk assessment.....now connected to client input! Pros \-- Open interface - user friendly (i.e. Cut/paste from excel) -- concept / philosophy of Risk Score and relatability to world events. -- GUI - awesome! Nice layout / tools / summary of information Cons \- Loss of saved preferences (i.e. households - accounts get dropped or benchmarks get reset). My hunch is most of this is integration related (albridge). -- data integrity concerns: example - year end performance errors on MF's due to year-end distribtutions. These events make me suspect CI CIO CIO Used the software for: 3-5 years ### "Integral part of my wealth stack" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 31, 2020 I've really enjoyed working with the evolving software that supports our desire to provide smart decision-support that is advisor-centric and client-focused. The software is feature-rich when it comes to working with individual securities and custom-assets--some competitors take short-cuts that do not yield high quality outputs. Pros Ease of high quality analytics with easy to understand interface for clients. Cons As the company has ramped, it's harder to get turnaround on bugs, fixes, and desired features. DO Director of Financial Planning Director of Financial Planning Used the software for: 3-5 years ### "Dynamic risk modeling tool that helps drive conversations and improve portfolio designs" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 13, 2020 We are modeling portfolios and winning assets in competitive situations. Additionally, we are educating clients on the risks in their portfolio and how certain ideas and/or strategies may affect the risk/return profile of their portfolio. Pros Stress test risks, potential downside, sharpe & sortino ratios and the drawdown comparison in the proposal tool. These are the go to talking points and items of consideration for most of the investors we work with. Cons Relies quite a bit on risk statistics, which are almost always incorrect given that portfolios are most often actively traded over time. This can stall conversations early on and must be positioned appropriately in order to be able to utilize valuable insights on the page (potential downside, sharpe/sortino, drawdown). [View all Reviews](https://www.capterra.com/p/179454/HiddenLevers/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.