Solution introduction
Helps improve advisor productivity and increase stakeholder transparency
Differentiate yourself with transparent communication and user-friendly analytics
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 across:
- Net Worth
- P&L
- Income
- Risk
- Performance
- ESG
Our insights save time for advisors when prepping for clients and help increase productivity over a larger client base. Our 'What if’ scenarios help advisors pitch for new business or upsell new investment ideas such as private assets.
