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Portfolio Aggregation

Upload multiple portfolios and illio will consolidate all positions across asset classes, geographies, currencies, sectors and custodians/brokers.

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See how it works
Portfolio Aggregation screen
a screen showing illio's product

A single view of all investment assets

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 implementation

Plug-n-Play easy implementation. illio can help to provide a full E2E implementation.

Secure Cloud-Hosted Data

Consolidate all your positions and get a single portfolio view across all asset classes, geographies, currencies, and custodians/brokers.

Request a demo

Use the form or send us an email at to request a live demo of our platform or if you wish to know more about illio.
What we have achieved is to build a platform that visualises enormous amounts of data in an intuitive manner. With that information, a user can gain insights that will lead to more informed decisions for an investment portfolio.
Vanessa Gibson    CEO