illio 4+

Name: illio
Author: Illio UK Ltd

Wealth Knowledge

Illio UK Ltd

Designed for iPhone

- Free

iPhone Screenshots

Description

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 it's 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

29 Nov 2021

Version 2.0.4

- Bugfixes and UI improvements
- Display Option events when available
- Show instruments by Risk Asset Class, depending on Portfolio preference

The developer, Illio UK Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Information

Provider

Illio UK Limited

Size

28.8 MB