
iLEVEL
Cloud portfolio management platform that helps private capital investors measure and report portfolio performance
- Investment Management
- Materials Management
- Production Management
- For Investment Advisors
- +39 more
About iLEVEL
iLEVEL is a cloud-based portfolio management system for private capital investors, originally described under IHS Markit. It gathers information from portfolio companies and fund investments and keeps it in one central store, so firms can evaluate and report on how their holdings perform.
What iLEVEL offers
- Data collection — simplifies the process of gathering data from portfolio companies and fund investments.
- Central repository — aggregates and stores the data in one place.
- Analytics — produces customised analysis of the portfolio.
- Reporting — generates reports in real time for internal and investor use.
Who it works with
Private capital investors who need to evaluate and report on portfolio performance.
Key facts
- Delivery: cloud-based
- Original owner: IHS Markit
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- Investment Management
- Materials Management
- Production Management
- For Investment Advisors
- Portfolio Rebalancing
- Modeling & Simulation
- Revenue Recognition
- For Investors & Traders
- Fund Management
- Real Estate
- Currency Management
- Financial Reporting
- Installed - Mac
- Installed - Windows
- Web-Based, Cloud, SaaS
- iPhone / iPad
- In Person
- Live Online
- Webinars
- Documentation
- Business Hours
- 24/7 (Live Rep)
- Supplier Management
- Risk Management
- Project Management
- Benchmarking
- Billing & Invoicing
- Inventory Management
- Order Management
- Performance Metrics
- Purchasing
- Data Import/Export
- Budgeting & Forecasting
- Android
- Warehouse Management
- Returns Management
- Shipping Management
- Compliance Reporting
- Client Management
- Client Portal
- Consolidation / Roll-Up
- Cash Management
- Catalog Management
Rankings
- Stock portfolio management software › Installed windows#3
- Stock portfolio management software › For investment advisors#6
- Financial reporting software#7
- Stock portfolio management software › Risk management#7
- Stock portfolio management software › Portfolio rebalancing#7
- Stock portfolio management software › Web based cloud saas#8
- Risk management software#36
- Supplier management software#47
As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.
What the business tells TrustList
- Delivery
- SaaS (cloud) evidence sent
Request a demo or quote from iLEVEL
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Questions & answers
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