# HiddenLevers Pricing 2026 | Capterra

> Learn more about HiddenLevers pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/179454/HiddenLevers/pricing

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# Pricing for HiddenLevers

[4.3 (58)](https://www.capterra.com/p/179454/HiddenLevers/reviews/)

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## [HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) has **3** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** Not provided by vendor

**Discount:** Information not available

### Basic

$300

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Basic plan includes:

-   Custom Branding
-   Digital Risk Questionnaire
-   Economic Data Center
-   Integrations
-   Interactive Stress Testing

### Elite

$1200

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Elite plan includes:

-   Correlation Screener
-   Custom Branding
-   Custom Risk Questionnaire
-   Digital Risk Questionnaire
-   Economic Data Center

### Prime

$2400

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Prime plan includes:

-   Correlation Screener
-   Custom Asset Schema
-   Custom Branding
-   Custom Risk Questionnaire
-   Digital Risk Questionnaire

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## What do others say about [HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/) pricing?

Pricing Rating

$

$

$

$

$

Value For Money[4.1(58)](https://www.capterra.com/p/179454/HiddenLevers/reviews/)

Pros

Cons

[Read All 58 Reviews](https://www.capterra.com/p/179454/HiddenLevers/reviews/)

Read Full Reviews Below

Tavis L.

Portfolio Administrator

Financial Services, 1-10 employees

Used the software for: Less than 6 months

**

Overall Rating

3.0

**

Ease of Use

4.0

Customer Service

4.0

Features

4.0

Value for Money

3.0

Likelihood to Recommend

50%

5/10

Reviewer Source

Source: Capterra

August 11, 2020

"Functionality vs Professional Visuals"

**Overall:** 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.

David Y.

Partner

Financial Services, 1-10 employees

Used the software for: 2+ years

**

Overall Rating

4.0

**

Ease of Use

5.0

Customer Service

5.0

Features

4.0

Value for Money

4.0

Likelihood to Recommend

70%

7/10

Reviewer Source

Source: Capterra

August 7, 2020

"The Good and The Bad"

**Overall:** Very positive and an excellent method for documenting fiduciary recommendations.

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

**Cons:** Portfolio comparison report requires ability to customize, or be improved. The report, specifically the large arrows front and center, are not conducive to client presentations and require skipping around. Furthermore, a rebalancing function would benefit the platform so we can show what rebalancing efforts add or detract from portfolio management over one, three, or five years.

**Reasons for Switching to HiddenLevers:** Ease of use, and a better fit with our procedures.

[Read All 58 Reviews](https://www.capterra.com/p/179454/HiddenLevers/reviews/)

## How should I be thinking about software pricing?

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