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"It has been a valuable tool both for converting prospects and for getting buy-in from our clients."
"I was a good advisor before HiddenLevers. I worked hard to define my value proposition to clients while making an effort to manage money effectively. Since adopting HiddenLevers into my practice several years ago, Hidden Levers formalized our value proposition and greatly improved real results managing portfolios. Our ability to more clearly forecast and understand how portfolio changes affect a clients volatility and investment results altered our practice forever. Further, our clients understanding of our investment process as displayed by the HiddenLevers technology creates more understanding, which in turn creates more connectivity that ultimately leads to better client relationships. I thank Raj and the whole team at HiddenLevers for changing the way we do business."
Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
Planview enables organizations to get the most out of their resources and achieve their goals. They are the global leader in work and resource management, with the industry’s most comprehensive portfolio of solutions for strategic planning, portfolio and resource management, product innovation, capability and technology management, and collaborative work management. Their solutions span every class of work, resource, and organization; addressing the needs of teams, departments, and entire organizations, from the mid-market to global enterprises. Headquartered in Austin, Texas, their 700 employees serve more than 3,000 enterprise customers worldwide through a culture of product leadership, deep market expertise and highly engaged customer communities.
Project Insight is cloud based project management software that helps project teams collaborate on project schedules, balance resource workloads, share documents, view real-time reports. A leading mid market solution for IT, software, professional services, advertising, marketing and product development teams, Project Insight is powerful for project managers, easy for everyone.
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