Seamless, Secure, and Cost-Effective Investment Management & Monitoring
Managing significant wealth can be complex and time-consuming. At Levos, we make it easier by streamlining financial oversight, reporting, and data aggregation into a single, intuitive platform—giving you clarity, control, and confidence you need, all at a fraction of the cost of traditional solutions.
Our Four-Step Process
With our expert-driven approach and industry-leading technology, our comprehensive onboarding process is a seamless transition from antiquated methodologies
Consultation & Discovery
We comprehensively analyze your wealth structure through discovery consultations with you and your trusted advisors.
Define key goals—whether it’s simplifying portfolio tracking, optimizing reporting, or reducing costs.
Identify inefficiencies in manual tracking, fragmented platforms, or high-cost solutions.
A clear roadmap for integrating Levos' seamless financial tracking solution into your operations.
Data Aggregation & Integration
A fully integrated, real-time wealth dashboard providing complete financial clarity.
We securely integrate and centralize all financial data using Addepar, one of the industry's most powerful wealth tracking platforms.
Design entity ownership structures. Import historical transactions and valuations of private investments and personal assets.
Refine outputs through testing of data quality and troubleshooting to eliminate manual reconciliations and errors going forward.
Custom Reporting & Optimization
Construct bespoke investment reporting personally curated to your preferences and goals.
Engineer custom data attributes and refine outputs in a format that is aligned with your expectations.
Establish standardized cadence and structure to determine what information is included and the frequency which you receive formal reports and analysis.
We will work with clients to continually optimize and refine your reporting as your finances evolve.
Ongoing Management & Support
A long-term, proactive wealth tracking solution that evolves with you.
Our team provides continuous updates, expert insights, and hands-on support for seamless long-term oversight.
Gain access to regular financial health check-ins, proactive reporting improvements, and troubleshooting assistance.
Enjoy scalability—our system grows with your evolving wealth needs, adapting to changes in assets, portfolios, and financial goals.