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 increas... ingly 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.
ILLIO
Industry:
Financial Services FinTech Information Technology SaaS Software Wealth Management
Founded:
2019-01-01
Address:
Hong Kong, Hong Kong Island, Hong Kong
Country:
Hong Kong
Website Url:
http://www.illio.com
Total Employee:
11+
Status:
Active
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta SSL By Default LetsEncrypt Apple Mobile Web Clips Icon Mobile Non Scaleable Content Nginx Amazon PayPal Visa CPanel
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Official Site Inspections
http://www.illio.com Semrush global rank: 616.7 K Semrush visits lastest month: 72.62 K
- Host name: aacb0a264e514dd48.awsglobalaccelerator.com
- IP address: 99.83.190.102
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108
More informations about "illio"
About Us - illio
So, in 2019, with the help of Sarang Karkhanis (ex-Wharton fund manager) and Kenneth Sue (ex-Coutts MD), illio was founded.. The result is a modular wealth platform designed to support online platforms, wealth firms, family offices, …See details»
illio - Crunchbase Company Profile & Funding
Illio is a research analytics company, specialising in delivering wealth analytics digitally to both businesses and individuals. We aim to bring efficiency to …See details»
illio platform
Our client view is a simplified version of the illio Platform tool with visualized Insights and a user friendly UX. Your better engaged clients can learn more about their portfolio and build greater …See details»
Illio - Crunchbase Company Profile & Funding
Illio is a software that helps manage priorities for multiple stakeholders. Austin, Texas, United States; 11-50; Private; illio.io ; 1,549,379See details»
illio
Illio Platform. Our all inclusive wealth platform, including instrument level & portfolio level Insights. Learn more. Full analytics. including performance, risk and ESG for listed, unlisted and digital …See details»
Start-up of the Week: Meet Illio, the comprehensive investment ...
Jun 12, 2024 In today’s edition of the “Start-up of the Week,” International Finance will talk about Illio, which, having its operational presence in Hong Kong and London, has emerged as a …See details»
General questions - Help Center - support.illio.com
How do I contact illio support staff? Accounts. Can I change my password? What if I didn’t get a confirmation email? Connections. Why does illio have tested connections? What types of …See details»
Illio — Manage stakeholder priorities
Illio helps manage priorities for multiple stakeholders and keep everybody on the same page. Get Started. Prioritized lists. Create prioritized lists for each stakeholder. Allow stakeholders to …See details»
What stock exchanges are supported by illio?
Illio has been built to support multiple currencies and multiple asset classes across the globe. As such, we pull in data from 80+ stock exchanges around the world so we are confident we can …See details»
Getting started - illio
This page will give you a head start on making the most of illio and direct you to any extra educational resources you may like to explore . Step 1: Sign up journey. Make sure you set the correct currency before populating your portfolio as this …See details»
Insights - illio
What are illio Insights? We are moving the wealth industry away from disengaged analytics towards personalized, data-driven Insights. Book a demo. Benefits of our Insights. Tells you …See details»
The Inspiration and Mission Behind illio | by Kimberley - Medium
Mar 31, 2021 illio is an all-in-one user-friendly investment intelligence platform for you to gain holistic clarity on your overall wealth. Follow. More from Kimberley and illio. Kimberley. in. illio.See details»
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Gain unparalleled clarity on wealth and investments with the help of data analyticsSee details»
Help Center
Hello. How can we help you? Quick Guides Client & Account ManagementSee details»
Security - illio
Why your investment data is safe with illio Our founders and management team have all come from large financial corporations where security and privacy are paramount. We have built illio …See details»
Individual Positions Guide - illio
Individual Positions Guide Learn how to make the most of the Individual Positions pages and their features Start exploring. Each positions table on our platform can take you to a page with more …See details»
Illio
You need to enable JavaScript to run this app. Illio. You need to enable JavaScript to run this app.See details»
Options Guide - support.illio.com
Options Guide Learn how to make the most of the Options page and its features Start exploring. The Options page gives you an in depth breakdown of your options and their contributions to …See details»
Our Blog - illio
Learning with illio. Latest News. Our Thoughts. Navigating the Challenges Facing Family Offices: Strategies for Success. May 27, 2024. Our Thoughts. Marketing for Wealth Managers in the …See details»
What-If Tool - illio
Generate new AUM by showcasing better client outcomes with full transparencySee details»