illio
Curated by SignalAggregation APIs enabling wealth managers to streamline financial data consolidation.
Overview
Illio focuses on providing aggregation APIs designed for wealth managers, allowing for the consolidation of financial data from multiple platforms and accounts. This functionality enables wealth managers to obtain a comprehensive view of client assets, liabilities, and transactions, which may assist in portfolio analysis and personalized advice. The platform includes services such as portfolio performance tracking, benchmarking, profit and loss attribution, and risk analytics, with a feature for wealth building expected in the future. Illio targets family offices, asset managers, and high net worth investors, with the intention of enhancing transparency and engagement in wealth management through data-driven insights and analytics, thereby aiming to simplify complex information for improved decision-making.
Key facts
- Founded
- 2019
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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