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iLevel Lite link
iLevel is a cloud-based portfolio management platform.
Featureslink
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | All tables |
Custom data | ||
Data blocking | check | Column level |
Column hashing | check | |
Re-sync | check | Connector level |
History | ||
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking |
Setup guidelink
Follow our step-by-step iLevel setup guide to connect iLevel with your destination using Fivetran connectors.
Sync overviewlink
To capture new records, we incrementally sync the following tables:
CASH_TRANSACTION
DATA_ITEM
DEAL
DOCUMENT
DOCUMENT_FOLDER
ENTITY_ASSET
ENTITY_FUND
PERIODIC_DATA
SCENARIO
SECURITY
Schema informationlink
This schema applies to all iLevel connectors.
To zoom, open the ERD in a new window.