Gain unparalleled clarity on wealth and investments with the help of data analytics.
illio is a comprehensive investment intelligence platform and a fully interactive digital front-end built with powerful data visualisation technology.
Upload multiple portfolios and illio will consolidate all positions across asset classes, geographies, currencies, sectors and for custodians/brokers.
Asset class coverage includes:
Equities, ETFs and Options
Real Estate and Real Assets
Private investments such as Hedge Funds, Venture Capital and Private Equity
Evaluate portfolio performance using a risk/return chart, histogram of returns, and benchmark sensitivity via instrument and portfolio level beta.
Access wealth data and investment portfolios on-the-go. Cloud-hosted with secure reporting and analytics.
Generate reports instantly, that summarise performance, P&L, attribution, risk, position data and transaction history
Simulate and analyse a portfolio and the impact of changes in market variables such as benchmark movement, volatility, yield and/or FX
Calculate P&L for a portfolio at the consolidated level or by asset class or by individual instrument
Instant visibility in one consolidated portfolio view that can seamlessly integrate with different sources of investment data. Get equipped with the tools needed to manage a diverse range of portfolios or investment instruments.Use cases