iLEVEL

iLEVEL

S&P Global
Volaren iLEVEL

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Volaren:

About

Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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.
Volaren:

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
Volaren:

Audience

Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
iLEVEL:

Audience

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

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
Volaren:

API

Offers API Not Supported
iLEVEL:

API

Offers API Not Supported
Volaren:

Screenshots and Videos

No images available
iLEVEL:

Screenshots and Videos

Volaren:

Pricing

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version Supported
Free Trial Not Supported
iLEVEL:

Pricing

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

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
Volaren:

Training

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

Training

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

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
iLEVEL:

Company Information

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

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iLEVEL:

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Volaren:

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
Volaren:

Integrations

5X Not Supported
Alpaca Supported
Charles Schwab Supported
E*TRADE Supported
Fidelity Supported
Kraken Supported
Meltano Not Supported
Persefoni Not Supported
Plaid Supported
Public Supported
Questrade Supported
Robinhood Supported
Singer Not Supported
Stake Supported
Vanguard Supported
Webull Supported
eToro Supported
moomoo Supported
tastytrade Supported
iLEVEL:

Integrations

5X Supported
Alpaca Not Supported
Charles Schwab Not Supported
E*TRADE Not Supported
Fidelity Not Supported
Kraken Not Supported
Meltano Supported
Persefoni Supported
Plaid Not Supported
Public Not Supported
Questrade Not Supported
Robinhood Not Supported
Singer Supported
Stake Not Supported
Vanguard Not Supported
Webull Not Supported
eToro Not Supported
moomoo Not Supported
tastytrade Not Supported
Volaren:
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iLEVEL:
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Claim iLEVEL and update features and information