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Description
When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.
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
API Access
Has API
Integrations
5X
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Envestnet | Yodlee
Fidelity
Moneytree
Integrations
5X
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Envestnet | Yodlee
Fidelity
Moneytree
Pricing Details
$250 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Riskalyze
Founded
2011
Country
United States
Website
www.riskalyze.com
Vendor Details
Company Name
S&P Global
Founded
1959
Country
United Kingdom
Website
ihsmarkit.com/products/ilevel.html
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment
Stock Portfolio Management
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
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
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