Case Study: Avisen Securities achieves $5M in new AUM in days with HiddenLevers Cash Flow Analysis

Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

Avisen Securities needed a client-friendly way to illustrate cash flows, quantify market risk, and streamline client meetings beyond what Excel could provide. They turned to HiddenLevers, adopting its Cash Flow Analysis along with the Hello-to-Close workflow and scenario-based stress testing to better communicate portfolio recommendations and build client trust.

HiddenLevers’ Cash Flow Analysis delivered dynamic visuals and on-the-fly scenario modeling that resonated with prospects, helping Avisen close $5M of new AUM in just two meetings. Combined with HiddenLevers’ Hello-to-Close workflow and stress testing, the tools optimized Avisen’s daily practice, made market explanations quantitative for clients, and materially accelerated new-business wins.

Avisen Securities

Michelle Kessel-Harbart

Chief Executive Officer