Case Study: Resonant Capital Advisors achieves a redefined client experience and streamlined, personalized meetings with HiddenLevers

Resonant Capital Redefines Client Experience Using HiddenLevers Unböring Tools

Resonant Capital Advisors, founded in 2018, wanted to modernize client meetings and cut down on manual processes by adopting interactive, client-friendly technology. After evaluating options, the firm chose HiddenLevers to deliver personalized scenario analysis and portfolio insights that would streamline workflows and enhance client engagement.

HiddenLevers—cloud-based and auto-synced with Addepar—was implemented to run stress tests, “what-if” scenarios and quick comparative analyses within client presentations. The solution improved internal efficiency, allowed advisors to answer questions like trade‑war impacts (e.g., a stress test showing -7.5% / -$148,399 and +2% / +$341,026), and made presentations more intuitive for clients and prospects, helping Resonant Capital Advisors reduce costs, improve diversification clarity, and build trust more quickly.

Resonant Capital Advisors

Ben Dickey

President