illio Information

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We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.

Website	http://www.illio.com
Employees	7 (5 on RocketReach)
Founded	2019
Technologies	JavaScript , HTML , Twitter +20 more (view full list)
Industry	Financial Services
Keywords	Digital Wealth Management, Wealth Management, Advisor Technology, Financial Planning, Portfolio Analysis, Investment Advisory, Financial Technology, Fintech, Asset Management, Retirement Planning, Estate Planning, Financial Analysis, Investment Strategies, Wealth Tech, Portfolio Management, Financial Services, Investment Management, Tax Planning, Risk Management
Competitors	Adobe, Canva, VistaCreate, Prezi, Visme, Piktochart, Visually, a Rock Content solution, Easil - Great marketing starts here., Snappa, DesignCap +41 more (view full list)