Our Market Data Partners
Our Integration Partners
more integration partners coming soon
Family Office & Asset Manager
Your biggest pain points aren't shifting
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Manual Processes
Too much time spent manually inputting from spreadsheets or PDFs
Limited Analytics
Limited analytics and data mean there’s less visibility into your investment process
Lack of Insight
Current front-ends and reporting tools don’t offer any more beyond aggregation and P&L
Introducing illio
To bring you clarity and time
Explore some of our features
Let us do the aggregation
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Risk
Assess whether the risk you take generates sufficient return
Drawdown
See how long and how deep any portfolio losses have been
Performance
Compare actual portfolio performance against benchmarks
ESG
Evaluate how aligned your portfolio is to E, S and G factors
Income
Project future income from your investments
Profit & Loss
Identify where your portfolio makes or loses you money
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Scenario
Study how your portfolio behaves when markets move
Structure
Check how concentrated or diverse your portfolio is
Pricing
Just like our solution, our pricing is simple too:
$1000
price per month
•
$50 per month for each additional account connection
•
$100 per month for extra users
•
$10 per month for stakeholder view
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