at Financial Technnology Year
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iLEVEL from SS&C Technologies
Enables real-time data sharing with LPs, streamlined fundraising workflows, investor dashboards, performance analytics, due diligence support, and capital call processing. Used for both fund management and capital raising.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(6 Yes /8 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Not as far as we are aware.* iLEVEL is not a CRM itself; it focuses on data, performance, and investor relations, but does not provide a full CRM for investor communication tracking. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
iLEVEL provides investor portals where LPs can access dashboards and investment data. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
iLEVEL supports investor onboarding through documentation workflow tracking and compliance uploads. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
Not as far as we are aware.* KYC/AML is referenced via integrations with other SS&C products, not directly iLEVEL’s core function. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
iLEVEL supports investor segmentation and custom group reporting based on various criteria. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Digital signature is available through integration and workflow modules for subscription documents. | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Investor dashboards and notifications support group communications with LPs. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
iLEVEL maintains a repository of investor documents linked to each investor profile. | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
. | No information available |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
. | No information available |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
. | No information available |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(6 Yes /6 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Pipeline management in fundraising is referenced in iLEVEL documentation and marketing. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
Capital call automation is a core offering of the iLEVEL system for fund managers. | |
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Distribution Automation System for managing and processing returns and distributions to investors |
Distribution processing and automation support are highlighted in marketing documentation. | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Subscription document workflows and automation discussed in onboarding materials. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
The 'Due Diligence Room' feature is available via secure document sharing for fundraising. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising analytics and dashboards are core functions in the iLEVEL feature set. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
. | No information available |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
. | No information available |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
. | No information available |
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Processing Speed for Documents The time required to process subscription documents |
. | No information available |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
. | No information available |
Deal Flow Management
(2 Yes /2 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
Deal pipeline tracking is supported, as iLEVEL allows for tracking deals through multiple lifecycle stages. | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
. | No information available |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
No information available | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
. | No information available |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Document management integrated for deal documentation. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
. | No information available |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
. | No information available |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
. | No information available |
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Industry Classification System for categorizing deals by industry or sector for analysis |
. | No information available |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
. | No information available |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
. | No information available |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
. | No information available |
Reporting & Analytics
(9 Yes /9 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting for funds and investor-level returns are a primary use of iLEVEL. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
Customizable dashboards for investors, GPs, and teams are part of iLEVEL’s core system. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio company reporting capabilities are provided within the platform. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Investor-specific reporting and dashboards are available to each LP. | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
Real-time data visualization is a chief benefit described in iLEVEL’s marketing. | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
Regulatory reporting for fund managers is supported; system outputs can be configured to regulatory needs. | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Tax document generation, such as Schedule K-1, is addressed in iLEVEL features and integration. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Automated scheduled report delivery to investors and GPs is supported. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
Historical analysis and time-series reporting are part of standard reporting modules. | |
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Report Generation Time Average time required to generate complex custom reports |
. | No information available |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
. | No information available |
Compliance & Security
(8 Yes /8 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
SS&C (parent company) provides robust compliance frameworks; iLEVEL leverages these for operations. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
iLEVEL uses SS&C’s enterprise-grade encryption in transit and at rest. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Role-based access for investors, GPs, and admins is standard configuration. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
All user actions and data updates are logged for audit purposes. | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication is supported via integration with SSO and security providers. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Compliance reporting is available to support regulatory and firm requirements. | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
No information available | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
GDPR compliance is explicitly referenced by SS&C in product literature. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
. | No information available |
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Backup Frequency How often system data is backed up for disaster recovery |
. | No information available |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
. | No information available |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
Penetration testing and vulnerability scanning are conducted across SS&C platforms. |
Integration Capabilities
(9 Yes /9 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
No information available | |
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CRM Integration Ability to connect with external customer relationship management systems |
iLEVEL supports integration with external CRMs via API/data exchange. | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
Accounting software integration possible via data export and partner tools. | |
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API Availability Presence of application programming interfaces for custom integrations |
APIs are available for integration and custom analytics. | |
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Email Integration Connection with email systems for communication tracking |
Email alerts and notifications available for workflow and reporting. | |
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Document Management Integration Ability to connect with external document storage and management systems |
Integration with third-party document management systems is supported. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
Calendar integrations (Outlook, Google) available for workflow scheduling. | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
Third-party data provider integrations are referenced (e.g., market data feeds for benchmarking). | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
. | No information available |
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Integration Development Time Average time required to develop a custom integration |
. | No information available |
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Webhook Support Ability to trigger actions in other systems based on platform events |
Webhook and event notifications are supported in enterprise deployments. | |
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Single Sign-On Integration Support for enterprise identity management systems |
SSO integration (Okta, Azure AD) is a supported security feature. |
User Experience
(4 Yes /4 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Web application is optimized for mobile browsers and tablets. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
User dashboards and interface elements are customizable. | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Menu structure and workflows are designed for intuitive fund/investor navigation. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
. | No information available |
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Multi-Language Support Availability of the interface in multiple languages |
. | No information available |
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Number of Supported Languages The quantity of languages available in the platform interface |
. | No information available |
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Learning Curve Average time required for new users to become proficient |
. | No information available |
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Search Functionality Comprehensive search capabilities across the platform |
. | No information available |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
. | No information available |
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User Satisfaction Rating Average satisfaction score from current users |
. | No information available |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
iLEVEL aims for WCAG accessibility compliance (noted in product FAQ). | |
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Offline Functionality Ability to use certain features without internet connection |
. | No information available |
Support & Maintenance
(3 Yes /3 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
No information available | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
. | No information available |
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Training Resources Availability of documentation, videos, and other learning materials |
Training resources (videos, docs, help desk) are referenced in SS&C/iLEVEL materials. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Onboarding assistance is available as part of implementation services. | |
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System Uptime Guarantee Contractual assurance of platform availability |
. | No information available |
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Response Time Average time to initial response for support tickets |
. | No information available |
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Resolution Time Average time to resolve support issues |
. | No information available |
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Update Frequency How often the platform is updated with new features or improvements |
. | No information available |
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User Community Access to a community of users for knowledge sharing |
. | No information available |
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Customization Support Assistance available for platform customization needs |
. | No information available |
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Service Level Agreement Formal commitment to support quality standards |
Service Level Agreements (SLA) are available for enterprise accounts. | |
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Implementation Time Average time from contract to full operational status |
. | No information available |
Pricing & Cost
(4 Yes /4 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
iLEVEL is sold as a SaaS/subscription service. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Pricing is available in multiple tiers depending on feature set and AUM. | |
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AUM-Based Pricing Pricing scaled to assets under management |
AUM-based pricing is common in offerings from SS&C and iLEVEL. | |
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Per-User Pricing Cost determined by number of system users |
. | No information available |
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Implementation Fee One-time cost for setting up the platform |
. | No information available |
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Customization Costs Additional fees for tailoring the platform to specific needs |
. | No information available |
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Free Trial Availability Option to test the platform before purchase |
Free trial or demo is available for interested prospects. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
. | No information available |
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Annual Cost Range Typical annual cost for a mid-sized fund |
. | No information available |
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ROI Timeframe Average time to achieve return on investment |
. | No information available |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
. | No information available |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
. | No information available |
Technology Infrastructure
(3 Yes /3 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
iLEVEL is a cloud-based SaaS platform. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
. | No information available |
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Data Center Redundancy Multiple data centers to prevent service disruption |
Data center redundancy and disaster recovery are documented parts of platform reliability. | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
iLEVEL scales for very large funds and investor bases without reported performance degradation. | |
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System Response Time Average time for the system to respond to user actions |
. | No information available |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
. | No information available |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
. | No information available |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
. | No information available |
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Recovery Time Objective Target time for system recovery after an incident |
. | No information available |
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Mobile App Availability Dedicated native applications for mobile devices |
. | No information available |
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Browser Compatibility Range of web browsers supported by the platform |
. | No information available |
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API Request Limit Maximum number of API calls allowed per time period |
. | No information available |
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