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iLEVEL

Learn more about iLEVEL, our secure, cloud-based platform that automates data collection, creates a single source of truth for the entire firm and enables portfolio analytics and report generation via Excel, on the web or on an iPad.

iVAL

Ipreo is not registered as a broker or dealer with the U.S. Securities and Exchange Commission (SEC) nor is it a member of a self-regulatory organization such as the Financial Industry Regulatory Authority, Inc. (FINRA) or of the Securities Investor Protection Corporation (SIPC). Outside of the UK, Ipreo does not engage in any activities that will require it to register as a broker or dealer in the jurisdiction in which such services are performed. Ipreo Limited is authorized and regulated by the UK Financial Conduct Authority under reference number 775369 on the Financial Services Register at http://www.fca.org.uk/register/.