iLEVEL vs Juniper Square vs M2Advisor

Rating


4.5 / 5
(2)


5 / 5
(32)


5 / 5
(1)

Starting Price

Not provided by vendor Not provided by vendor

$28,000.00/year

Best For

Buyout, energy, infrastructure, distressed, mezzanine, venture, growth equity, real estate, credit funds, fund sponsors, co-investors, funds of funds, fund admins,and institutional investors.

Real estate investment managers who manage outside capital

Small to mid to large-sized Independent Asset Management firms, Wealth Management firms, Single and multi-family Offices, Wealth Management Platform Providers, Fund Managers, Insurance firms, Law firm

Ideal number of Users

1000+

2 - 1000+

2 - 1000+

Ease of Use


4.5 / 5

5 / 5

4 / 5

Customer Support


4.5 / 5

5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

4 / 5

Value for Money


3.5 / 5

5 / 5

5 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • check Risk Management
  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • close Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

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View 4 screenshots 93855 thumb
View 5 screenshots 45446 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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iLEVEL vs Juniper Square vs M2Advisor

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