iLEVEL vs PortfolioPathway

Best For

Who Uses This Software?

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

Portfolio Pathway is utilized by RIAs, Wealth Managers, TAMPs and Broker Dealers.

Target Customer Size (Users)

1000+

100-499

Pricing

Starting Price

Not provided by vendor

$500.00/month

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Ratings

Overall


4.5 / 5
(2)

4 / 5
(1)

Ease of Use


4.5 / 5

3 / 5

Customer Service


4.5 / 5

4 / 5

Features & Functionality


4.5 / 5

3 / 5

Value for Money


3.5 / 5

3 / 5

Training & Support

Support

  • 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
Not provided by vendor

share Share Your Comparison of PortfolioPathway vs iLEVEL


iLEVEL vs PortfolioPathway

Best For

Who Uses This Software?

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

Portfolio Pathway is utilized by RIAs, Wealth Managers, TAMPs and Broker Dealers.

Target Customer Size (Users)

1000+

100-499

Pricing

Starting Price

Not provided by vendor

$500.00/month

Free Trial

No Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(2)

4 / 5
(1)

Ease of Use


4.5 / 5

3 / 5

Customer Service


4.5 / 5

4 / 5

Features & Functionality


4.5 / 5

3 / 5

Value for Money


3.5 / 5

3 / 5

Training & Support

Support

  • 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
Not provided by vendor

Share Your Comparison of PortfolioPathway vs iLEVEL