illio allows you to aggregate listed, unlisted and digital assets. Then, using an algorithm based on our 30 years of financial expertise, we condense what you need to know about your portfolio and flag key drivers of your future performance.
We help individual investors think like wealth managers
illio allows you to aggregate listed, unlisted and digital assets. Then, using an algorithm based on our 30 years of financial expertise, we condense what you need to know about your portfolio and flag key drivers of your future performance.
π How it started: Our founder Vanessa Gibson has been working in the financial industry for 35+ years. Within her time in the industry, investing opportunities have changed dramatically and Vanessa realised the younger generation were investing in assets which went far beyond traditional stocks and bonds. She believed that fractionalization would open up many more possibilities to invest, be it crypto, NFTs, property, cars, collectibles or other private assets. However, as an investment manager,
Illio is truly amazing! One of its most impressive features is that anyone can subscribe to it. Those who will benefit the most from this tool are individual investors, primarily those investing through US brokerages or dealing with crypto, as those broker connections are automated. This means that you can easily keep track of your investments without having to manually input data. Additionally, you can always manually add investments wherever you are in the world. With illio, managing your inve
This looks very interesting - efficient consolidated reporting is always useful for those with complex wealth asset allocations. Working in wealth management, I can see how this will help clients
I canβt recommend ilio enough. The consolidated reporting function puts this app head and shoulders amongst anything else Iβve tried.
Congratulations! This is really cool! :)
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