If you've got any questions about illio, read on below for answers to some of the most common ones we've already been asked.
illio can accommodate a wide range of financial and non-financial assets such as equities, ETFs, funds, fixed income, cryptocurrencies, options, real estate, hedge funds, private equity etc. Depending on your subscription package, there may be limitations on the range of assets to which you may have access.
Pricing for all instruments (except OTC instruments) is updated at the close of each major market. In practice, that means prices are updated at the end of Asia close, Europe close and US close. As for OTC instruments, prices must be updated directly by the user.
illio uses multiple market data providers including Refinitiv, CBOE, EOD, and Cbonds.
illio services clients globally, but has offices located in London, Hong Kong, and Sydney.
No. illio is a platform for portfolio management and analytics which facilitates aggregation and produces dashboards on performance, P&L, risk and scenario analysis of your portfolio. Illio does not provide investment advice.
If you need to contact us directly, feel free to email us at firstname.lastname@example.org with your query. We will get back to you as soon as possible.
To cancel your illio subscription, please contact us at email@example.com
illio covers all major markets globally.
illio does not currently offer order management and execution.
Given the sensitive data that the illio platform stores, an uncompromising approach to system security has been taken, covering both Application Security and Infrastructure Security. The technology management team at illio has many years of experience leading work on highly secure systems containing sensitive financial and personal data.
illio uses Amazon Web Services (AWS) as our cloud computing platform provider, including AWS ancillary services. This ensures optimal security and privacy for our clients.
Users can upload their investment position data and transaction files through different methods. Automatic updates can be established through an API via an OAuth connection with brokers or custodians. Alternatively, investment position data and transaction files in CSV or excel format can be uploaded onto illio. We are continuously expanding our API universe, based on client demand. If you have a specific API request, please email firstname.lastname@example.org.