iLevel makes transparent information sharing with limited partners and other stakeholders easy and painless. iLevel provides all the tools you need to share exactly what you want to share – no more, no less.

Transparency & Collaboration Tools

Whatever your communications needs, our transparency and collaboration tools make it easier: from internal information sharing among key members of the firm to meeting each limited partner’s customized information requests. The intelligence and data quality features at the heart of iLevel ensure confidence that all information is secure, accessible, of the highest quality, and fully auditable.
More >

Excel & Web-Based Reporting Tools

Given that Excel is the information vehicle most valued by investment professionals, iLevel makes Excel integration paramount. Working with the spreadsheet product your stakeholders have mastered, information is assimilated 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.
More >