illio Overview

Illio is a comprehensive stock portfolio management software designed to help investors and portfolio managers effectively track, analyze, and optimize their investments. This platform allows users to manage multiple portfolios, monitor stock performance in real-time, and receive alerts for price changes or news affecting their investments. Illio integrates with financial data providers to pull in live stock quotes, market trends, and other essential financial information, offering a holistic view of an investment portfolio. The software includes advanced analytics tools for calculating returns, risk, and performance metrics, as well as historical data for back-testing investment strategies. Additionally, Illio allows users to track dividends, income, and capital gains, making it easier to assess the overall health of their investments. With its user-friendly interface and customizable features, Illio helps investors make data-driven decisions, diversify their portfolios, and maximize returns while minimizing risk.

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Contact Details

  • Vendor Name illio Holdings
  • Founded
  • Location United Kingdom

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Automotive, Banking, Computer & Network Security, Education Management, Financial Services, Information Technology & Services

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illio Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

illio Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

illio FAQs

Illio is a comprehensive stock portfolio management software designed to help investors and portfolio managers effectively track, analyze, and optimize their investments. This platform allows users to manage multiple portfolios, monitor stock performance in real-time, and receive alerts for price changes or news affecting their investments. Illio integrates with financial data providers to pull in live stock quotes, market trends, and other essential financial information, offering a holistic view of an investment portfolio. The software includes advanced analytics tools for calculating returns, risk, and performance metrics, as well as historical data for back-testing investment strategies. Additionally, Illio allows users to track dividends, income, and capital gains, making it easier to assess the overall health of their investments. With its user-friendly interface and customizable features, Illio helps investors make data-driven decisions, diversify their portfolios, and maximize returns while minimizing risk.

  • No, illio does not offer a free version.

  • Yes, illio offers a free trial.

  • No, Credit Card details are not required for the illio trial.

  • No, illio does not offer an API.

  • illio supports the following languages:
    • English

  • Following are the typical users of the illio:
    • Self-Employed , Small-Business , Midsize-Business

  • illio supports the following deployment:
    • Cloud Hosted

  • illio supports the following devices and operating systems:
    • Web-Based