Image

WEALTH VISIBILITY
EVERYONE CAN
AFFORD

illio allows you to holistically view all your wealth in one place, so that you can make confident, well-informed investment decisions.
Image
“We believe that empowering the individual with an accessible and affordable way to track their own portfolio is the future of wealth management. illio’s user-friendly platform removes the complexity of traditional investment monitoring”
CEO Vanessa Gibson

DIGITALLY TRACK, ANALYSE & REVIEW

An institutional quality platform for individuals, at a mainstream price.

Simply upload portfolios to collate your data within our secure platform and track its performance, profit & loss and risk analytics against daily market data imported from leading providers. illio offers:
PORTFOLIO AGGREGATION
PORTFOLIO PERFORMANCE AND BENCHMARKING
PROFIT & LOSS AND ATTRIBUTION
RISK ANALYTICS AND EXPOSURES
STRESS TESTS AND SCENARIO ANALYSIS
PORTFOLIO BUILDER
illio is all about keeping things simple in a field that is renowned for its complexity. From uploading and detailing your portfolio and reviewing performance indicators, through to detailed risk analytics, illio is able to de-mystify investments.
 
We put you in control.

WHICH ILLIO IS RIGHT FOR YOU?

We have designed specific packages, allowing you to build and manage a portfolio that aligns with your investment needs.

INVESTOR

For the Savvy Investor

The Investor package allows you, the individual investor, to visualise, track and manage all the necessary information at the core of your wealth and provides an unconstrained view of your investments on a consolidated basis.

illio is simple to use, whether you are an experienced investor or less familiar with investment principles.



*Allows one user to manage one portfolio.

PROFESSIONAL

For the Seasoned Investor

The Professional package offers the sophisticated investor all of the features of the Investor package, plus an expanded range of asset classes. Ideal for investors familiar with a diverse range of assets, independent financial advisors or private wealth managers, seeking greater analytical functionality

With illio, users can finally access affordable institutional quality tools needed to analyse and make informed decisions on their investment portfolio.

ENTERPRISE

For the Institutional Investor and their clients

If you are an asset manager, wealth manager, securities broker or financial advisory firm, the Enterprise package allows you and your clients to view and analyse the portfolios you create and manage.

With all the features of the Professional edition and more, you and your clients, will have on-demand visibility and improve effectiveness and productivity

 

illio, improving your business economics.

  INVESTOR  PROFESSIONAL  ENTERPRISE 
SECURITIES      
Equities
ETFs and REITs
Funds (US and UCITS)
Cash Balances
Real Estate / Real Assets*
Cryptocurrencies*
Fixed Income*  
Alternatives*  
Options*  
Futures, CFDs and Swaps*  
Commodities*  
*coming soon
FEATURES      
Portfolio Aggregation
Portfolio Performance and Benchmarking
Profit & Loss and Attribution
Risk Analytics and Exposures
Stress Tests and Scenario Analysis
Portfolio Builder*    
*coming soon
DETAILS      
Securities limit Unlimited Unlimited* Unlimited*
Market data End of day End of day Intraday
Client servicing Email support Email support Dedicated support
*Unlimited across the 12,000+ bonds in our universe. Additional bonds can be added at $2 per bond per month.

MEET THE TEAM

Image

VANESSA GIBSON

Founder & CEO
LinkedIn
Entrepreneur and leading female finance expert.
Over 35 years investing across all asset classes globally, managing teams in mutilple disciplines including investment banking, prop trading, hedge funds and private wealth.
Vanessa previously founded and ran one of the first Asian based hedge funds.
Image

KENNETH SUE

Co-Founder & COO
LinkedIn

Entrepreneur and
Finance Executive.
With more than 30 years of experience in financial markets across investment banking and private wealth, Ken brings his management and investment expertise to Illio; disruptive tech for the personal investment industry.

Image

LARRY LORDEN

Co-Founder & CTO
LinkedIn
Innovator and technology leader with over 25 years of building industry-leading solutions and talented teams in the UK and US. Larry has been the CTO of a FTSE 100 company but prefers growing teams and building products.  illio is his 4th startup.
Image

SARANG KARKHANIS

Co-Founder & CPO

LinkedIn

Over 20 years experience investing across all asset classes globally within investment banking, hedge funds and private wealth. Sarang previously headed the public market investments for a significant single-family office including strategically optimising investments and highlighting opportunities across equity, fixed income and derivatives asset classes

Contact Us