PortfolioShop vs. iLEVEL Comparison


PortfolioShop	iLEVEL S&P Global
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PortfolioShop	iLEVEL
		Related Products Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. 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Start managing your crypto assets like a pro and join the millions of satisfied CoinStats users today. CoinStats also provides an all-in-one crypto API. 4.5 out of 5 stars 101,145 Ratings Visit Website for CoinStats SurePayroll SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants. 4.3 out of 5 stars 853 Ratings Visit Website for SurePayroll Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. 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PortfolioShop: About PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation	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.
PortfolioShop: 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
PortfolioShop: Audience Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers	iLEVEL: Audience General partners and limited partners across private equity, venture capital, real estate and private debt
PortfolioShop: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	iLEVEL: Support Phone Support Not Supported 24/7 Live Support Supported Online Not Supported
PortfolioShop: API Offers API Supported	iLEVEL: API Offers API Not Supported
PortfolioShop: Screenshots and Videos View more images or videos	iLEVEL: Screenshots and Videos View more images or videos
PortfolioShop: Pricing $1500/month Free Version Not Supported Free Trial Not Supported	iLEVEL: Pricing No information available. Free Version Not Supported Free Trial Supported
PortfolioShop: 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	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

PortfolioShop: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	iLEVEL: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
PortfolioShop: Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com	iLEVEL: Company Information S&P Global Founded: 1959 United Kingdom ihsmarkit.com/products/ilevel.html
PortfolioShop: Alternatives PackHedge™ FinLab Solutions SA 5.0 out of 5 stars	iLEVEL: Alternatives Allvue Allvue Systems
PortfolioShop: Arbor Portfolio Manager Arbor Financial Systems	iLEVEL: Atominvest Software Atominvest
PortfolioShop: Statmetrics 5.0 out of 5 stars	iLEVEL: FolioSure Acuity Analytics
PortfolioShop: FundCount FundCount Americas	iLEVEL: Valere Retransform
PortfolioShop: PFS-Paxus Pacific Fund Systems View All	iLEVEL: Dynamo Software 4.3 out of 5 stars View All
PortfolioShop: Categories Crypto Portfolio Management Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Stock Portfolio Management Supported	iLEVEL: Categories Investment Management Supported Real Estate Investment Management Supported Stock Portfolio Management Supported
PortfolioShop: Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities 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 Stock Portfolio Management Features Billing & Invoicing Supported Client Management Supported Data Warehousing Supported For Investment Advisors Supported For Traders Not Supported Order Management Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Supported Show More Features Hedge Fund Features Compliance Management Supported Contact Management Not Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported	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
PortfolioShop: Integrations 5X Not Supported Alpha Vantage Supported Auth0 Supported Blotout Not Supported CoinTracking Supported Meltano Not Supported Microsoft 365 Supported Persefoni Not Supported Singer Not Supported Slack Supported Xignite Supported Show More Integrations View All 6 Integrations	iLEVEL: Integrations 5X Supported Alpha Vantage Not Supported Auth0 Not Supported Blotout Supported CoinTracking Not Supported Meltano Supported Microsoft 365 Not Supported Persefoni Supported Singer Supported Slack Not Supported Xignite Not Supported Show More Integrations View All 6 Integrations
PortfolioShop: Claim PortfolioShop and update features and information Claim PortfolioShop and update features and information	iLEVEL: Claim iLEVEL and update features and information Claim iLEVEL and update features and information