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Wealth Manager

Connect more with your clients
Clients are expecting more from their wealth managers
Technology and operational costs are rising
Portfolios are more complex and harder to analyze

Introducing illio

We simplify the complex

What's in it for you?

For you, the advisor, we’ve built an uncomplicated professional grade analytics platform with a manager view to see all your clients’ portfolios.

This means you can aggregate listed, unlisted and digital assets across multiple accounts. Then you can analyze your clients' P&L, performance, ESG and risk.

    What about your clients?

    For your high value clients, they can access their own user-friendly, intuitive platform to see their total wealth.

    Our Insights will help them learn more about their portfolio to create better engagement with you.

    Plus, they will be able to access their platform across multiple devices and it is available on the go.


      Just like our solution, our pricing is simple too:


      price per month

      1 advisor

      50 client portfolios
      *each portfolio can aggregate multiple accounts of each client


      $150 per month for extra advisors
      *no additional clients

      $5 per month for extra client portfolios
      Speak to us
      If you would like to hear more, please feel free to book a 30-minute video call with one of our experts in the timezone that suits you.
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      Let's get in touch

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