illio
HQ Address
Food Exchange, Office 2.08, New Covent Garden Market, London, SW8 5EL, United Kingdom
Website Address
Business introduction
Wealth insights that make sense to everyone
We grow engagement with your clients by improving transparency. Based upon an award-winning investment process, our proprietary Insights help end users and advisors learn what matters most about their wealth
We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process that doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own.
Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time-saving analytics, user-friendly visualizations and personalized portfolio insights.
illio Solutions
Insights Widget
Instrument-level analytics often create more questions, create disengagement and more confusion for the users. illio’s insight widget helps your users learn what matters most about any instrument, watchlist or holding, to trade more effectively. Each insight gives the user a clear storyline, the insight they should take away, clear and eye-catching......
business needs
view solutionWealth Platform
illio's Wealth Platform is our all-inclusive platform, including instrument-level and portfolio-level analytics and insights. We connect seamlessly to your back-office system, pull in your listed, unlisted and digital assets from your client portfolios and funds and normalize everything into one portfolio. The platform then translates the data into analytics and insights......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
What-If Scenarios
Our 'What-if' scenarios allow advisors to tweak or compare a portfolio and show what could have happened. Advisors can use this as a sales tool to upsell new investments for existing clients or pitch for new business from prospective clients. The tool is intuitive and easy to use. Simply create your......
