illui is an enterprise portal that unites advisors and clients.

What is illui?

Illui is an enterprise portal that unites advisors and clients. It aggregates and organizes all client information across institutions, entities, and asset classes into a secure cloud-based platform. With both desktop and mobile apps, illui empowers clients and advisors by providing detailed insight into assets, liabilities, investments, documents, estate planning, philanthropy, and everything in between.

Who uses it?

Family Offices

Business Managers

Wealth Advisors & RIAs

HNWIs

Accountants & CPAs

Attorneys & Estate Planners

Connecting Everyone & Everything

Track Everything

Multiple asset and liability classes, along with income and expenses

Visualize Everything

Consolidated view of your entire portfolio with robust reports

Attach Anything

Assets, Liabilities, Documents, Contacts, Calendar Dates, Notes, and more

Communicate with Everyone

Cloud-based platform facilitates communication and efficiency

Everything is Linked

Cloud-based platform facilitates communication and efficiency

Track Assets, Liabilities, & Investments

From watches to Warhols, REITs to retirement accounts: Track every asset, liability and investment in a portfolio.

Cartier

Platinum Diamond Ring - 4.99 carats

$250,000.00

Asset

Bank of America

15-year Fixed Mortga

-$224,550.08

Liability

49281 Juniper Drive, LLC

Commercial Real Estate

$1,200,000.00

Investment

Interactive, Elegant Reporting

Within seconds, it’s possible to generate reports across any asset class, investment, entity, or individual. These reports can be downloaded, shared, or saved for future use.

In addition, these reports are linked to their respective items, making them highly interactive. Add or remove items or columns to create the perfect report for any situation.

Net Worth Report
Detailed Transaction Report
Asset Report
Trust & Entity Report

Integration Across The Board

illui works with other popular software out of the box. We have partnered with PCR, the leading UHNW data reporting solution, to quickly and accurately integrate software products like Zenith Information Systems and Quovo. We are also working to integrate Salesforce, Symphony Chat and more.

We have built an entire ecosystem that expands to integrate accounting software, communications tools, security layers, performance monitoring and real estate management software.

More Features

Privacy control at your fingertips

  • Touch ID & 2-factor authentication
  • HIPAA-certified AWS server
  • Encrypted data, from end to end.
  • Monitored for irregularities in traffic

Illui allows for an array of privacy-settings that helps all trusted advisors work side by side on the information that is pertinent to them.

Easily implement security settings that gíve individuals and institutions access to the information that they need. The information contained within Illui is easily segmented and securely shared.

Mobile Focused

Illui goes where you go. Easily and quickly get an overview of total net worth, recent transactions, documents and contacts, and important upcoming dates. Information is interactive so you can drill down as needed.

Expand Your Brand

Illui is white-labeled to create a personalized information hub for all advisors and clients that expands their brand into the mobile-age.

Available on Desktop and Mobile

You’re on the go. Illui has native iOS and Android apps to let you manage your data wherever you may be.

Sound good? Let's get started.

Call us at (323) 336-6811 or email us

Here