illio

illio is a wealthTech company specialising in real-time analytics and the front-end visualisation of aggregation, P&L attribution, risk and scenarios. Our modern SaaS platform provides a sophisticated web view and PDF generation for portfolio managers, as well as providing a simplified mobile and web front-end to their wealth clients so that they too can understand their wealth on demand. We are proud to be a true multi-asset platform including listed, unlisted and real assets which is increasingly important to many of our clients. Our purpose is to help our users clearly see their assets in one place and be able to dynamically ask questions and see instant results, allowing them to better manage their portfolios with far less effort. Our flexible system architecture and strong visualisation also means that we have multiple opportunities with financial advisor companies and trustee companies for different use cases for our software in addition to our core offering.