Built by investors, for wealth firms
How to connect more with your clients.
Technology and operational costs are rising
Clients are expecting more from their wealth managers
Portfolios are more complex and harder to analyze
Introducing illio, where we simplify the complex.
What's in it for you?
For you, the advisor, we’ve built an uncomplicated professional grade analytics platform with a manager view to see all your clients’ portfolios.
This means you can aggregate listed, unlisted and digital assets across multiple accounts. Then you can analyze your clients' P&L, performance, ESG and risk.
What about your clients?
For your high value clients, they can access their own user-friendly, intuitive platform to see their total wealth.
Our Insights will help them learn more about their portfolio to create better engagement with you.
Plus, they will be able to access their platform across multiple devices and available on the go.
Just like our solution, our pricing is simple too:
10 client portfolios
*each portfolio can aggregate multiple accounts of each client
$150pm for extra advisors
*no additional clients
$10pm for extra client portfolios
The above pricing model assumes portfolios with moderate turnover and positions. If your use case falls outside of this, we can still likely help. Just get in touch below.
Speak to us
If you would like to hear more, please feel free to book a 30-minute video call
with one of our experts in the timezone that suits you.
Alternatively feel free to get in touch with us using the form below:
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