New
It works with portfolios from the world's leading asset managers
Portfolio Interaction
Your customers can ask what happened, why it happened, and what changed.
Understandable language
Translate financial reports into clear and easy-to-understand messages.
Integration with your current reporting
It works with the portfolios and reports you already use.
Answers based on real data
Each explanation is generated from the user's portfolio.
Context that explains
It incorporates market events to give meaning to the movements.
Scale without increasing support
Answer thousands of queries without adding burden to your team.
Performance
Why did my portfolio decline this month?
Explanation
What changed in the last rebalancing?
Context
How does the rise in oil prices affect me?
Risk
How did the risk in my portfolio change?
Wylio processes, interprets, and transforms complex information into simple, actionable answers.
Comprehension
Identify which financial concepts cause the most confusion
Concerns
Discover patterns of worry before they escalate
Behavior
Understand how each customer's behavior evolves over time
Does Wylio provide financial advice?
No. Wylio does not recommend or suggest investment decisions. Its goal is to explain what happens in the portfolio, helping users to better understand it.
What kind of questions can it answer?
Through which channels can investors interact?
Does this replace financial advisors?
What is the operational impact?
