With iLevel, analysts and associates at investment firms can shift from spending 80% of their time collecting and re-keying data to spending 100% analyzing it. We make this happen by infusing the tool you already use with additional abilities through our Excel Add-In – so you don’t have to change what works.

Eliminate the ‘Spreadsheet Shuffle’

Automated data collection and workflow eliminates the headache of manually collected, handcrafted reports, while our central data repository makes clear, consistent information confidently available to all with the proper authorization.
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Still Excel – Only Better

Given that Excel is the information vehicle most valued by investment professionals, iLevel makes Excel integration paramount. Working with the spreadsheet product you have mastered, you assimilate information more rapidly. With iLevel, you can build new custom Excel templates or replicate existing Excel models – right down to your custom formatting, color-coding and unique branding. In either case, your Excel reports, empowered with our Excel Add-In, can access data from and publish data to the iLevel database.
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