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About

Fractional Workspace is built specifically for fractional executives, not adapted from a general CRM or project management tool. It covers the entire engagement lifecycle in one place: AI-powered opportunity analysis that reads your prospect notes and recommends an offer from your own pricing library, proposal generation that pre-fills automatically, online signing with no DocuSign required, and client workspaces with action items, meeting notes, and a decision log. No other tool ties pipeline, proposals, and day-to-day client execution together specifically for independent operators managing multiple clients.

About

Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fractional Executives, Consultants, Agencies

Audience

Anyone searching for a Stock Portfolio Management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$29/month
Free Version
Free Trial

Pricing

$300 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fractional Workspace
Founded: 2026
United States
www.fractionalworkspace.com

Company Information

HiddenLevers
United States
www.hiddenlevers.com

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Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Addepar

Integrations

Addepar
Claim Fractional Workspace and update features and information
Claim Fractional Workspace and update features and information
Claim HiddenLevers and update features and information
Claim HiddenLevers and update features and information