# iLEVEL Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about iLEVEL Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/127624/iLEVEL --- # iLEVEL Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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 (26,363)](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/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and report regulatory data to either internal management or external stakeholders Import and export data to and from software applications Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Manage and handle financial assets as well as other investments. Monitor capital allocation and asset prices over time Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)