The Hardest Thing to Build Is Something Simple
Why the next advantage in advisor technology is subtraction, not addition. Most software for investment professionals kept adding until users called it overwhelming. Level was built around a different question.
What's New in Level — September 2026
Compare becomes two named portfolios, structured notes are scored on the composite that actually includes them, Velocity Reports gain a hub with history and refreshing figures, and the investment catalog becomes real, sortable data.
What's New in Level — August 2026
Comparison Reports arrive in Portfolio Builder, fact sheets get a single source of truth, Stress Test reads through to the real asset classes inside held models, and quotes and model histories get fresher.
What's New in Level — July 2026
One login across multiple account types and a new firm-level hierarchy for enterprise admins, plus benchmarks built into the Builder, a near real-time Market Heatmap, and Social Security COLA in retirement projections.
What's New in Level — June 2026
New engagement analytics for enterprise admins, simpler factsheet management, a faster Market Heatmap, benchmarks in the Builder, and more accurate retirement projections with Social Security COLA.