“We immediately experienced the effect of increased efficiency in our interaction and management of the portfolios. We no longer rely on multiple spreadsheets and are able to dedicate more time to our clients, where we prefer to have our focus!”

Check out the full case study here

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A technology driven scalable experience, designed for meaningful investment insights and outcomes

Get an all-in-one holistic view of your fund(s).

All assets (listed and private) across all currencies.

Hosted on the cloud and available with mobile accessibility.

Robust snapshot visibility across multiple positions or funds, helping you deliver a personalised client experience

Gain Operational Efficiency with illio

With our integration and data partners, we're able to provide the same quality of services rendered by four platforms for the price of one.

Automated Data aggregation and consolidation means your team can focus on building client relationships instead of cumbersome reporting.

Total workflow solution covering portfolio management, risk analytics, and stress testing instantly visualised on a single platform.

2 women at theor desk smiling and looking at the computer screen

Interactive self-service reporting

Fully web-based global reporting tool . Turn analytics and data to actionable insights that work for you and your clients.

Turn analytics and data into actionable insights that work for you and your clients.

Dashboard reports created as PDF with comprehensive view of key metrics.

Data elements are captured for immediate report production with detailed information.

Standard reports created in 2-step process.

Superior data security and protection

Safeguarding your data with military grade encryption. In-house white-glove servicing, onboarding and implementation.

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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