iLEVEL Solutions: Ownership, Alternatives, and Demo Accessibility

Introduction

Selecting the right portfolio management platform is a key decision for investors and fund managers. In this article, we delve into iLEVEL Solutions, exploring its ownership, alternatives, and the availability of demos. This information is particularly relevant for users of PortF, who may be considering various options in the market.

Who Owns iLEVEL Solutions?

iLEVEL Solutions is part of the private market solutions of IHS Markit. It was previously sold to Ipreo Holdings, which is owned by The Blackstone Group and Goldman Sachs’ merchant banking unit. iLEVEL Solutions is utilised by general partners, limited partners, and other private capital market participants, indicating its broad appeal in the alternative investment community

iLevel Alternatives

For those considering alternatives to iLEVEL, there are several notable options in the market:

  1. PortF: Integrates financial data with ESG (Environmental, Social, and Governance) portfolio data, offering a comprehensive solution for businesses focusing on sustainability alongside financial performance.
  2. Dynamo: A cloud platform catering to private equity, venture capital, and hedge funds, focusing on investor relations and deal management.
  3. TotemVC: Functions as a fund operating system, providing a centralised source for fund data and leveraging AI to enhance fund management and decision-making.

Each of these alternatives offers unique features and focuses, making them suitable for different investment management needs.

iLevel Demo Availability

For those interested in exploring iLEVEL Solutions firsthand, a free demo is available. This offers potential users an opportunity to experience iLEVEL's fully-featured investment management software, which is designed to serve SMEs, Enterprises, and offers end-to-end solutions designed for Windows. The demo can be a valuable tool for comparing iLEVEL's capabilities directly against alternatives like PortF​​.

Conclusion: Aligning with Your Portfolio Management Needs

When choosing a portfolio management platform, it's crucial to align the tool with your organisational needs and investment strategies. While iLEVEL Solutions offers a robust solution for private market participants, alternatives like PortF provide a unique perspective by integrating financial performance with ESG considerations. Understanding the ownership, alternatives, and the availability of demos like that of iLEVEL can guide users in making a well-informed decision that best suits their investment management requirements. For users of PortF, this comparative insight is invaluable in navigating the complex landscape of portfolio management solutions.

Take full control of your portfolio with sustainability at its core