--- title: "iLEVEL Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about iLEVEL Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/127624/iLEVEL/" page_type: "product" language: "en" --- # iLEVEL Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on January 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) iLEVEL ## What is iLEVEL? IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time. ## What is iLEVEL used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £36000 Per User, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for iLEVEL?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://ihsmarkit.com/index.html&name=iLEVEL) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### iLEVEL 4.5 (2) VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price £36000 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 3.3 (137) Value For Money 3.5 (2) Value For Money 2.5 (104) Customer Service 4.5 (2) Customer Service 4.5 (103) ## iLEVEL alternatives [D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,583)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/122634/Allvue-Systems/) Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [View all alternatives](https://www.capterra.com/p/127624/iLEVEL/alternatives/) ## FAQs about iLEVEL Overview ### What company size and specific industries is iLEVEL built for? iLEVEL is designed for investment firms and institutional investors, especially General Partners, Limited Partners, Fund of Funds, Family Offices, and Co-investors. It serves organizations involved in buyout, energy, infrastructure, distressed, mezzanine, venture, growth equity, real estate, and credit funds. Features and Usability ### What are the key features of iLEVEL? iLEVEL offers portfolio management, investments tracking, fund management, and investment management for monitoring holdings and allocations. It also includes budgeting/forecasting, cash management, financial reporting, benchmarking, and performance metrics, plus compliance tracking, risk management, data import/export, API access, and mobile access for investment and portfolio workflows. Getting Started and Support ### What training and onboarding options does iLEVEL offer? iLEVEL provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online options support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does iLEVEL offer? iLEVEL provides 24/7 live rep support for customer help at any time. Support quality feedback is not available here, so no user experience claims can be made about response speed, helpfulness, or common issues. ## Features AI summary Based on 825 Investment Management reviews Capterra reviewers highlight these as the features buyers focus on most when choosing investment management software: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) iLEVEL supports **Performance Metrics** and **Investments Tracking**, giving investment teams a way to monitor returns and keep close watch over portfolio activity. However, it does not offer **Reporting/Analytics**. Instead, it provides other features that reviewers also rate as important, including **Data Import/Export** (**38%**), **Client Portal** (**60%**), and **Portfolio Management** (**39%**), helping businesses keep data moving between systems, share information with clients, and manage holdings more effectively. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Budgeting/Forecasting Create budgets based on historical data and future projections Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Client Management Manage contact details and communication with clients iLEVEL 20 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Data Import/Export: Import and export data to and from software applications - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 3.5 (2) Basic £36,000 Per User,Per Year Value for money 3.5 (2) 3.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent TM Tony M. SVP Investment Management ### "iLEVEL at General Atlantic" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 8, 2017 We have used iLEVEL for more than three years and have had an excellent experience. The platform is very well designed and the company is very high quality across the board ranging from fundamental technology through customer service and support. iLEVEL has allowed us to improve and expand almost every single process at our firm, and has done so without the need to add headcount or require external consulting. The focus of iLEVEL in the area of ongoing development of their platform is also very impressive. Pros \- The fundamental data structure - Quality of the technology platform Cons \- Lack of flexibility in portal design / layout (it is still very well done but there are several areas where being able to customize the visualization on the portal would be very helpful) Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AJ Arthur J. Associate Financial Services ### "Customizable, easy to use, and great for normalizing the financial statements uploading process" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 31, 2017 We are a family office/real estate private equity firm that typically enters into joint ventures with developers and property managers. This means we get financial statements in all shapes and sizes. We were looking for a systematic way to gather financials statements, upload easily, consolidate and report in the cloud. A big hurdle we faced was finding a simple straight forward process to upload the financial statements into the system. iLEVEL's Fusion product helps us easily map the financials from each respective property and upload it into the cloud, regardless of the financial statement format, i.e. MRI, Entrata, Yardi, Quickbooks. iLEVEL's Excel plugin's is very impresseive with its ability to pull data from the cloud directly into a specific cell rather than downloading a table of data on another tab and then using formulas to pull from that table. The plugin also gives you the ability to "put" data back into the cloud from Excel, so the two way data transfer is a pretty nice feature. iLEVEL's web portal has a lot of functionality and gives us the ability to customize views and create formulas that are specific to reports we have created. There are some slight limitations to views and tables that we have asked about and have had positive response from the team about integrating. Overall, when you really dig into the functionality of iLEVEL, you quickly realize that it was designed by professionals that have worked in private equity and understand the requirements and needs. Pros Well thought out software by private equity professionals Cons Some of the tables and custom views are limited Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.