illio app for iPhone and iPad

This App is not stand-alone and requires an existing illio account to use.

Pre-configured analytics and access to market data allows users to manage and analyse their investment portfolio. By distilling and digitising best-in-class practices from the investment industry, we provide true value and clarity of performance and risk instead of overloading users with data. And we’re everywhere our clients need: on mobile, web and secure desktop

The platform provides:

PORTFOLIO AGGREGATION
Consolidate positions across asset classes, geographies, currencies, sectors and custodians

PORTFOLIO PERFORMANCE & BENCHMARKING
Evaluate performance against market benchmarks to compare portfolio performance

PROFIT & LOSS AND ATTRIBUTION
Understand asset class and portfolio profit & loss, whether its from price change, income or FX

STRESS TESTS & SCENARIO ANALYSIS (Web platform only)
Simulate potential impact of changes in variables such as equity price, FX, yield, credit spreads or rates

RISK ANALYTICS & EXPOSURES (Web platform only)
Interactive visualisation of risk analytics