Insights
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.
Advisor Technology
Product Philosophy
Distribution
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Product Updates
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.
Accounts
Model Builder
Market Data
Planning
Enterprise
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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.
Analytics
Factsheets
Market Data
Model Builder
Planning
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New insights and product updates are published here every month.