# HiddenLevers Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about HiddenLevers Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/179454/HiddenLevers --- # HiddenLevers Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 58 user reviews Reviews sentiment Positive 93% Neutral 3% Negative 3% Starting price $300 Flat Rate, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://orion.com&name=HiddenLevers) ## 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. [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting Price $300 Flat Rate, Per Month Starting Price $3000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (58) Ease Of Use 4.2 (43) Value For Money 4.1 (47) Value For Money 4.0 (38) Customer Service 4.5 (51) Customer Service 4.4 (38) ## HiddenLevers alternatives [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) Highest Rated [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.6 (13)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [Active Trader Pro](https://www.capterra.com/p/210415/Active-Trader-Pro/) [3.2 (13)](https://www.capterra.com/p/210415/Active-Trader-Pro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 46% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210415/Active-Trader-Pro/) [Investment Account Manager](https://www.capterra.com/p/135008/Investment-Account-Manager/) [3.0 (2)](https://www.capterra.com/p/135008/Investment-Account-Manager/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 50% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135008/Investment-Account-Manager/) [View all alternatives](https://www.capterra.com/p/179454/HiddenLevers/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 HiddenLevers 29 features Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Manage contact details and communication with clients Track and manage adherence to policies for any service, product, process, or supplier Import and export data to and from software applications Ability to handle large datasets Track collected or paid charges for services performed or access granted Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Used by financial advisors and money managers Form predictions based on past and present data/trends Information, data and reports that are being tracked over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Observe and track the demand, usage, progress or quality of a system, product, or user A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Measure and assess the performance of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Develop potential scenarios to identify risks and opportunities Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data 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: - Correlation Screener - Custom Branding - Custom Risk Questionnaire - Digital Risk Questionnaire - Economic Data Center - Integrations - Interactive Presentation - Interactive Stress Testing - IPS Generation - Monte Carlo Analysis - Portfolio Optimizer - Portfolio Risk Profiles - Proposal Generation - Risk Profile Comparisoncomposition Data - Survey Tracking - War Room Webinars Prime $2,400 Flat Rate,Per Month It includes: - Correlation Screener - Custom Asset Schema - Custom Branding - Custom Risk Questionnaire - Digital Risk Questionnaire - Docusign Integration - Economic Data Center - E Office Permission Controls - 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 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 58 reviews Filter by rating 5(24) 4(30) 3(2) 2(2) 1(0) Mentioned topic Sorted by most recent CM Chip M. Financial Advisor Financial Services ### "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 10, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DN David N. SVP Financial Services ### "Good Enough to Buy" 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 7/10 August 12, 2020 Good! We like it, we use it a lot, it's become a center piece to our practice. Pros Its attempt to measure risk tolerance and risk metrics is very helpful in customizing client portfolios. Cons It can be a steep learning curve, there's a lot there. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Andrew J. Advisor Financial Services ### "Unique tool, needs improved functionality" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 12, 2020 Overall good. Very appealing interface for clients that helps them understand their risk. Improvements in workflow would go a long way. Pros Very clean interface for clients. Scenario testing is unique and captures clients' attention. Cons Integration with firm models is clunky creating many duplicates (user should be able to screen only the models they want to see). Risk surveys can be difficult to track for multiple parties in one household or for multiple goals (each new survey replaces the previous one). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Justin D. Financial Advisor Financial Services ### "HL Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 11, 2020 Overall, my experience has been great. I've been very happy. Pros I love the simplicity of inputting portfolios into the tool. Navigating the tool is easy and smooth - I'm impressed by the speed in which you can navigate the software. I don't know anything about IT, but it seems to perform really well. I like the ability to compare portfolios side-by-side. I utilize the risk tool to show clients how their portfolio is allocated compared to their risk score. Cons The cash flow financial planning tool is pretty bad. But it doesn't need to be. I think you guys should look at what RetireUp does and try to emulate what they do. It's a simple tool and I'd think it's pretty easy to build (compared to other more robust tools). I'd love to see HL create a feature that competes with RetireUp. Reasons for choosing HiddenLevers Features. Riskalyze is so focused on the risk number. That's just one data point. I like that I can create proposals and analyze portfolios and ideas with HL. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GJ George J. Wealth Advisor Financial Services ### "HiddenLevers Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 11, 2020 It's by far the best risk tolerance software and great to show clients how they are allocated, risk exposure as well as potential gain and loss overtime Pros I mostly use the reports to show clients their current allocation and stress testing their portfolios to make sure they are invested in the correct allocation for their tolerance. I also use it to compare different portfolio's for clients and prospects and to look at the current holdings in each of our models, since they are updated in real time. We use HL for every client meeting we have. It's by far the best risk tolerance tool we've found! Cons Yes, we'd like to be able to easily add indexed annuities and other products like the ETFs with some downside protection. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KF Kory F. Associate Investment Advisor Financial Services ### "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 11, 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. Alternatives considered [Tifin Risk](https://www.capterra.com/p/191458/Totum-Risk/) Reasons for choosing HiddenLevers Ultimately, we chose Hidden Levers because of the simplicity of the risk questionnaire, integrations with our existing software, the ability to show multiple economic scenarios and their potential impact on portfolios, the IPS functionality, and the price. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TL Tavis L. Portfolio Administrator Financial Services ### "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 11, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GJ GARY J. IAR Financial Services ### "great tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 August 11, 2020 Pros risk stats, forward looking and backward looking Cons At times I had trouble creating portfolios Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LT Logan T. Portfolio Administrator Financial Services ### "Wealth Advisors Group - Hidden Levers" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 11, 2020 Pros Easy to create portfolio, decent risk profile, good risk survey Cons Reports do not look professional!!, we do not feel like we can put in front of clients. Reasons for choosing HiddenLevers Cost - Riskalyze is more expensive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Jon-Paul B. Financial Advisor Financial Services ### "Hidden Levers Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 10, 2020 I use it to show the risk in a clients overall portfolio. Pros It outs out some very good information to talk with clients about. The upside downside risk graphic is particularly useful. Cons The lack of analysis on individual positions. It would be nice to have some risk stats on the individual positions as well as a one page fact sheet like a Morningstar Investment Detail report. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/179454/HiddenLevers/reviews/) Popular comparisons [Seeking Alpha vs HiddenLevers](https://www.capterra.com/compare/179454-229273/HiddenLevers-vs-Seeking-Alpha)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)