At iLevel Solutions, we provide the highest level of customer service, combining our high-technology acumen with our heritage of investment industry know-how. It’s one of the reasons your iLevel platform can be fully operational in just a few months.

The other factors that enable us to get you up-and-running quickly are our use of standard Excel-based components and our SaaS platform itself. Because we sell our software in an on-demand services business model, there’s nothing for you to install; our Professional Services experts configure your solution and help you design and configure every aspect of our platform.

Solutions custom-tailored to your organization

While many industry-standard aspects of the product are fully configurable, we recognize that your data collection processes and analytical requirements are unique to your organization. iLevel’s highly-skilled team of business analysts and client relationship managers can configure the iLevel platform to meet your business objectives and precisely align with your current technology and processes.

iLevel’s premier integration team makes conversion to a fully automated process painless. Our team works in partnership with your key personnel to:

  • Understand and configure the data sets you require, including portfolio company ‘chart of account’ metrics you require across your portfolio.
  • Establish consistency among data types in creating a configurable, central database comprised of all the forms of data you require
  • Set data quality rules to your specifications and thresholds
  • Define consistency and comparison rules to ensure the quality of your data is maintained
  • Configure reports to address your firm’s unique requirements
  • Fully train your internal stakeholders on all facets of the iLevel platform.

iLevel provides each and every client with the highest level of service – from requirements analysis to configuration, deployment, training and ongoing support.