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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

CREx OS gives commercial real estate investment managers one trusted record of their portfolio, even when every property sits with a different third-party property manager. CREx connects directly to Yardi, MRI, RealPage, Entrata and other property management systems and refreshes the data daily. Nobody uploads files or logs into portals. Before the data reaches a report, it is checked, and the CREx team handles the ongoing work of keeping it clean: mapping each property manager's chart of accounts, chasing feeds that go missing and resolving exceptions month to month. That record covers rent rolls, collections, leasing, occupancy, budget-to-actuals, valuations, debt, fund structures and performance. On top of it, CREx runs Agentic Asset Management. AI agents assemble the monthly close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts, so asset managers spend their time on decisions instead of data collection. Teams can also query their portfolio from AI assistants through the CREx OS MCP integration. Deal Intelligence, an add-on for acquisitions screening and underwriting, feeds new deals into the same record.

Description

Enhance your oversight and understanding of investment data with iLEVEL, a revolutionary software solution designed to provide greater transparency and insights into alternative investment portfolios. Serving as the backbone of our private market offerings, iLEVEL enables general partners and limited partners to efficiently gather data, monitor portfolios, perform analytics, conduct valuations, and generate reports. By facilitating streamlined data flow, iLEVEL establishes a unified source of truth that empowers users to make well-informed decisions while fostering open communication with investors, auditors, boards, and other key stakeholders. Revolutionize your data collection process with automated services that standardize and simplify data acquisition and management. Our advanced technology, combined with a seasoned data team, supports both GPs and LPs in ensuring the accuracy and comprehensiveness of information, ultimately leading to more effective investment strategies. With iLEVEL, you gain not only control but also clarity in navigating the complexities of your investment landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

5X No 
AppFolio Property Manager Yes 
Blotout No 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Entrata Yes 
MRI Commercial Management Yes 
MRI Residential Management Yes 
Meltano No 
Persefoni No 
RealPage Yes 
Singer No 
Yardi Voyager Yes 

Integrations

5X Yes 
AppFolio Property Manager No 
Blotout Yes 
Claude No 
Claude Duet No 
Claude for Legal No 
Entrata No 
MRI Commercial Management No 
MRI Residential Management No 
Meltano Yes 
Persefoni Yes 
RealPage No 
Singer Yes 
Yardi Voyager No 

Pricing Details

Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CREx Software

Founded

2021

Country

United States

Website

www.crexsoftware.com

Vendor Details

Company Name

S&P Global

Founded

1959

Country

United Kingdom

Website

ihsmarkit.com/products/ilevel.html

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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