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Average Ratings 0 Ratings

Total
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Description

Guardfolio is a risk management platform tailored for self-directed investors and retirees concerned about their financial exposure. It empowers users to gain insight into their comprehensive risk across multiple accounts, identify hidden overlaps and concentrations, monitor allocation changes, and assess portfolio diversification all in one centralized location. Rather than being overwhelmed by the constant fluctuations of the market, Guardfolio emphasizes practical risk alerts and straightforward guidance. Users can keep track of their investments in stocks, ETFs, mutual funds, and other assets, receive tailored rebalancing advice, evaluate their portfolio's health metrics, and gain a clearer understanding of correlation, volatility, and concentration risks over time. This platform is specially crafted for investors aiming to maintain diversification, minimize unexpected financial shocks, and rebalance their portfolios with assurance, all without the need for daily market checks. Moreover, Guardfolio operates through read-only connections and is compatible with over 50 brokers, exchanges, and wallets, making it a versatile tool for managing investment risks effectively.

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

5X No 
Blotout No 
Meltano No 
Persefoni No 
Singer No 

Integrations

5X Yes 
Blotout Yes 
Meltano Yes 
Persefoni Yes 
Singer Yes 

Pricing Details

$20/month
Free Trial Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Guardfolio

Founded

2025

Country

United States

Website

guardfolio.ai/

Vendor Details

Company Name

S&P Global

Founded

1959

Country

United Kingdom

Website

ihsmarkit.com/products/ilevel.html

Product Features

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 

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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