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Stock Portfolio Management Software

iLEVEL

Cloud portfolio management platform that helps private capital investors measure and report portfolio performance

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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.

Features

  • 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.

Clients

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

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Delivery
SaaS (cloud) evidence sent

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