Upload multiple portfolios and illio will consolidate all positions across asset classes, geographies, currencies, sectors and custodians/brokers.
Consolidate all your positions and get a single portfolio view across all asset classes, geographies, currencies, and custodians/brokers.
Asset class coverage includes:
Cash
Equities, ETFs and Options
Fixed Income
Funds
Cryptocurrencies
Real Estate and Real Assets
Private investments such as Hedge Funds, Venture Capital and Private Equity
Plug-n-Play easy implementation. illio can help to provide a full E2E implementation.
Consolidate all your positions and get a single portfolio view across all asset classes, geographies, currencies, and custodians/brokers.