illio provides users with the ability to aggregate multiple investment portfolios so that they have a holistic view of their wealth. Being a multi-asset and multi-currency platform, illio can accommodate the vast majority of a user's needs when in comes to managing and analysing their investment portfolio.
Typically, investment platforms are either static (ie. only produce reports as at a certain date) and/or insufficiently informative. A user, normally through an eBanking tool, can access their account to view current portfolio holdings, market value and return. However, they would not be able to interrogate their portfolio by evaluating performance, relative performance, P&L, risk and scenarios over different time periods. There would be no ability to perform these tasks at a portfolio, asset class and custodian level or discern contributors (attribution) to P&L. illio addresses all of this.
illio's key value proposition is curated content. What does a user need to see and evaluate in order to be able to make more informed decisions on their investment portfolio? illio provides this, in addition to an aggregate view of a user's multitude of investment accounts, market data for free, risk statistics and scenario analysis. Down the road, we will also have a portfolio builder tool which will allow users to switch in and out different assets to perform their own "what-if" analysis. No other product offers such comprehensive tools and able to span individual users to business users
