illio is a portfolio management and risk analytics platform that caters to both end users and platform operators. illio is a complete investor companion that offers a multi-asset (listed instruments and private investments) platform, including digital assets, accommodates all major currencies and features ESG scoring.
For the end user, illio democratises wealth management by enabling investors to monitor and manage their investments like a multi-asset wealth manager by combining prices, news, analytics as well as tailored insights, in simple platform leading to faster and more informed investment decisions.
For platform operators such as wealth managers, family offices, administrators or custodians, illio is the turnkey solution that meets the needs of modern portfolio management, whilst also creating a connection with their clients. Available on desktop, tablet and mobile, illio can be deployed for management oversight and used as an advisor dashboard. It also facilitates risk analysis, supports instant report generation and is accessible by the platform operator's clients to review their portfolios.
