Gain total wealth transparency with all your data stored securely.

Get an all-in-one holistic view of all accounts with a single log-in

All accounts and assets (listed and private) across all currencies and geographies

Hosted on the cloud and available with mobile accessibility

Robust tools accessible to every investor

Analyse and assess portfolio performance and get immediate financial insights.

Create scenario analysis, assess risk and gain granular insight into all investment assets.

Assess your portfolio for performance, P&L, attribution, create stress test scenarios and determine volatility across your assets.

Get wealth-on-the go with mobile accessibility

Available on iOS/android and securely hosted on an encrypted server.

Clean intuitive UI makes it easy for clients to access financial insights and view all their assets with a single portfolio view anytime, anywhere.

A guy pointing at his mobile phone screen

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