Portfolio Construction plus Light Planning leads to clear proposals that drive adoption. Plus, deep business intelligence to prove it.
Build a model, plan with it, stress test and review in the time it used to take to open your planning app. Instill confidence and demonstrate clear value in just minutes.
Compose models from composites, sleeves, and third-party strategies, then compare risk and return side by side before you commit. Benchmarks and historical performance are pulled in automatically — no spreadsheets, no stale factsheets.
Tie goals, cash-flow, and objectives directly to the portfolio you just built, then stress test it against real market scenarios. The output is a branded, compliance-checked proposal the advisor can open in one click.
Every model, plan, and proposal feeds a live view of sales velocity: what's moving, who's engaged, and where flows are following. The numbers that used to take a quarter to assemble are ready before the next pipeline review.
An example Velocity report — the numbers a distribution team sees after one quarter running on Level.
One contract for the whole team. No per-seat metering, no per-proposal fees. Pricing is sized to firm AUM, brand count, and integration needs — and shared after a 30-minute scoping call.
Sized to your firm — not your headcount. We scope the engagement around AUM, the number of brands you run, and the integrations you need on day one. Annual term.
A 30-minute demo, your data, your distribution problem. We'll bring the proposal templates and a working benchmark feed.