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Description
Our investment portfolio tracker simplifies the process of monitoring and evaluating your financial assets all in one convenient location. EquityStat stands out as an effective and user-friendly application designed specifically for investors. Created by individuals who understand the needs of investors, its inception was inspired by the principle that necessity drives innovation. We realized that the available options for tracking, managing, and assessing investments fell short of expectations. Brokerage firms' portfolio management tools were often too complex, lacked essential functionalities, and were primarily focused on facilitating stock trading rather than comprehensive investment analysis. Initially, a certain Fortune 500 investment portfolio application met our needs, but over time, it inexplicably lost several valuable features. Additionally, many competing applications were restricted to Windows operating systems, limiting access to investment portfolios solely from the computers that hosted the management software. With EquityStat, you can enjoy seamless access to your portfolio from any device, ensuring that you stay informed about your investments anytime, anywhere.
Description
Enhance your oversight and understanding of investment data with iLEVEL, a revolutionary software solution designed to provide greater transparency and insights into alternative investment portfolios. Serving as the backbone of our private market offerings, iLEVEL enables general partners and limited partners to efficiently gather data, monitor portfolios, perform analytics, conduct valuations, and generate reports. By facilitating streamlined data flow, iLEVEL establishes a unified source of truth that empowers users to make well-informed decisions while fostering open communication with investors, auditors, boards, and other key stakeholders. Revolutionize your data collection process with automated services that standardize and simplify data acquisition and management. Our advanced technology, combined with a seasoned data team, supports both GPs and LPs in ensuring the accuracy and comprehensiveness of information, ultimately leading to more effective investment strategies. With iLEVEL, you gain not only control but also clarity in navigating the complexities of your investment landscape.
API Access
Has API
API Access
Has API
Integrations
5X
Blotout
Meltano
Persefoni
Singer
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EquityStat
Founded
2014
Country
United States
Website
www.equitystat.com/portmgr/pages/home.aspx
Vendor Details
Company Name
S&P Global
Founded
1959
Country
United Kingdom
Website
ihsmarkit.com/products/ilevel.html
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection