illio is a wealthTech company specialising in real-time analytics and the front-end visualisation of aggregation, P&L attribution, risk and scenarios. Our modern SaaS platform provides a sophisticated web view and PDF generation for portfolio managers, as well as providing a simplified mobile and web front-end to their wealth clients so that they too can understand their wealth on demand. We are proud to be a true multi-asset platform including listed, unlisted and real assets which is increasingly important to many of our clients. Our purpose is to help our users clearly see their assets in one place and be able to dynamically ask questions and see instant results, allowing them to better manage their portfolios with far less effort. Our flexible system architecture and strong visualisation also means that we have multiple opportunities with financial advisor companies and trustee companies for different use cases for our software in addition to our core offering.
Primary Industry:
N/A
illio is a wealthTech company specialising in real-time analytics and the front-end visualisation of aggregation, P&L attribution, risk and scenarios. Our modern SaaS platform provides a sophisticated web view and PDF generation for portfolio managers, as well as providing a simplified mobile and web front-end to their wealth clients so that they too can understand their wealth on demand. We are proud to be a true multi-asset platform including listed, unlisted and real assets which is increasingly important to many of our clients. Our purpose is to help our users clearly see their assets in one place and be able to dynamically ask questions and see instant results, allowing them to better manage their portfolios with far less effort. Our flexible system architecture and strong visualisation also means that we have multiple opportunities with financial advisor companies and trustee companies for different use cases for our software in addition to our core offering.
Transparency
All reviews within the past 12 months
Total Reviews
Direct
Invited
Write a review ✍🏼
Leave your review here
0.00
out of 5
Based on 0 Reviews
Consumer
The number of user on TrustFinance
0
Powered by TrustFinance
We use cookies
Our website uses cookies to improve your browsing experience and to help us understand how users interact with our site. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy.