iLEVEL

iLEVEL

S&P Global
Choice iLEVEL

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Choice:

About

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.
iLEVEL:

About

Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.
Choice:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
iLEVEL:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Choice:

Audience

Digital asset platform built for advisors
iLEVEL:

Audience

General partners and limited partners across private equity, venture capital, real estate and private debt
Choice:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
iLEVEL:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported
Choice:

API

Offers API Not Supported
iLEVEL:

API

Offers API Not Supported
Choice:

Screenshots and Videos

iLEVEL:

Screenshots and Videos

Choice:

Pricing

1% digital trade fee
Free Version Not Supported
Free Trial Not Supported
iLEVEL:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Choice:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
iLEVEL:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Choice:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
iLEVEL:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Choice:

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro
iLEVEL:

Company Information

S&P Global
Founded: 1959
United Kingdom
ihsmarkit.com/products/ilevel.html
Choice:

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Choice:

Categories

iLEVEL:

Categories

iLEVEL:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Choice:

Integrations

5X Not Supported
Blotout Not Supported
Interactive Brokers Supported
Itron Enterprise Meter Data Management Supported
Kraken Supported
Meltano Not Supported
Persefoni Not Supported
Singer Not Supported
iLEVEL:

Integrations

5X Supported
Blotout Supported
Interactive Brokers Not Supported
Itron Enterprise Meter Data Management Not Supported
Kraken Not Supported
Meltano Supported
Persefoni Supported
Singer Supported
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