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Achieve total wealth transparency with all your data stored securely

Desk with a man using his laptop

Get an all-in-one holistic view of multiple accounts

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

Hosted on the cloud and available with mobile accessibility

Easy Data Visualisation with pre-set algorithms

Analyse and assess portfolio performance and get immediate financial insights

Create scenario analyses, assess risk and gain granular insight into investment holdings

Access individual account level data, accounting for different ownership structures

Interactive self-service reporting

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.

Who we serve

Built by investors, for investors. We’re proud to be working with innovative and thoughtful leaders.

Use cases

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