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Performance Reporting
Take advantage of our beautifully designed and customizable reports.
Easily downloadable and shareable
Including colorful visuals
Features
Our all inclusive wealth platform, including instrument level & portfolio level Insights.
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Full analytics
including performance, risk and ESG for listed, unlisted and digital assets
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Insights
that help both clients and advisors quickly learn what matters most about their portfolios and instruments
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Performance Reports
on demand via PDF on client portfolios
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'What if' Scenarios
to tweak or compare client portfolios to showcase what could have happened
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Client View
to keep them engaged with a simplified view of what they own, visualized with Insights
Who is this for?
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Asset Managers
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Wealth Firms
Family Offices
Fund Managers
Wealth Firms
Asset Managers
Fund Managers
Family Offices
How it works:
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Bring in your listed, unlisted and digital assets into one platform*
Analyze all these assets and use our Insights to give you answers quickly
Offer your clients their own view to create better engagement through transparency
* We can help you bring in data from your core banking platform or you can upload your data via API or Excel.
Analytics
Analyze the entire portfolio in one aggregated view, including:
Risk
Assess whether the risk taken generates sufficient return
Drawdown
See how long and deep any portfolio losses have been
Performance
Compare portfolio performance to benchmarks
Insights
We use simple language and visuals to highlight the parts of a portfolio or instrument that are most likely to affect future performance and risk.
With our Insights, you’ll no longer need to waste time pouring over multiple charts and tables trying to collate all the information to come up with conclusions.
Instead, our Insights streamline common analytical questions and give you immediate answers.
Save time when preparing for client meetings and become more productive
Build greater trust with your clients by helping them learn more about what they own
What-if
Our 'What if' module allows your advisors to tweak or compare a client portfolio and show what could have happened.
Attract new clients by comparing their held away portfolio to your strategy
Promote new investment ideas in the context of what they currently own
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Client View
Our client view is a simplified version of the illio Platform tool with visualized Insights and a user friendly UX.
Your better engaged clients can learn more about their portfolio and build greater trust with your firm.
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