Partner Types

Technology

Tiers
Preferred Plus

HiddenLevers

HiddenLevers gives everyone from small RIAs to enterprise organizations the ability to easily create risk profiles and stress test multiple market scenarios.

HiddenLevers gives advisors a full-featured platform for portfolio analysis and monitoring including risk assessments, stress testing, model and proposal creation, and more. By sharing daily portfolio information with HiddenLevers, Addepar makes model creation and accounts analysis faster and more consistent between systems. The ensuing reduction in manual work keeps an advisor’s focus on managing portfolios and building relationships instead of checking to make sure their data is in the right place.