Compare iLEVEL и Wealth EOffice

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and repor... Read more

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Rating
4.5 / 5
0 / 5
3D CAD software features
Data Import/Export
Modeling & Simulation
Data Import/Export
Modeling & Simulation
Electronic Medical Records software features
Compliance Tracking
Compliance Tracking
Investment Management software features
Bonds / Stocks
For Investment Advisors
Fund Management
Portfolio Rebalancing
Real Estate
For Investors & Traders
Bonds / Stocks
For Investment Advisors
Fund Management
Portfolio Rebalancing
Real Estate
For Investors & Traders
Banking Systems software features
Risk Management
Risk Management
Customer Service software features
Performance Metrics
Performance Metrics
Energy Management software features
Benchmarking
Benchmarking
Accounting Practice Management software features
Client Management
Client Portal
Client Management
Client Portal
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Application

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

iLEVEL at General Atlantic

Benefits:

- The fundamental data structure - Quality of the technology platform

Drawbacks:

- Lack of flexibility in portal design / layout (it is still very well done but there are several areas where being able to customize the visualiza... Read more

Summary:

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 hig... Read more

Tony M.
4 / 5

Customizable, easy to use, and great for normalizing the financial statements uploading process

Benefits:

Well thought out software by private equity professionals

Drawbacks:

Some of the tables and custom views are limited

Summary:

We are a family office/real estate private equity firm that typically enters into joint ventures with developers and property managers. This means ... Read more

Arthur J.

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