iPhone Screenshots

Description

The App is only available to users with an illio wealth knowledge account

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

What’s New

Version 1.2.0

- Version 1.2.0 Adds support for account switching
- Multiple UI improvements and bug fixes

App Privacy

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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • User Content
  • Identifiers

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Financial Info
  • Contact Info
  • Usage Data
  • Diagnostics

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

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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