iLevel Lite
iLevel is a cloud-based portfolio management platform.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Setup guide
Follow our step-by-step iLevel setup guide to connect iLevel with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables:
CASH_TRANSACTIONDATA_ITEMDEALDOCUMENTDOCUMENT_FOLDERENTITY_ASSETENTITY_FUNDPERIODIC_DATASCENARIOSECURITY
Schema information
This schema applies to all iLevel connectors.
Explore iLevel schema ERD