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iLumis is an institutional-grade performance presentation platform for hedge funds, private equity firms, asset managers, and emerging fund managers. It aims to replace scattered Excel files, static PDFs, and quarterly LP updates by connecting trading, brokerage, or custodian data and turning it into continuously updated, shareable investment performance factsheets.
The product centers on data ingestion, metric calculation, and investor distribution. It supports MT4/MT5, Interactive Brokers, Tradier, Schwab, Myfxbook, custodian APIs, broker statements, and CSV imports, with automatic data normalization. On the analytics side, it provides 40+ risk and return metrics, including Sharpe, Sortino, Calmar, alpha, beta, maximum drawdown, and attribution, and mentions GIPS-aligned composites. For distribution, it supports public links, password protection, email-gated access, investor-specific sharing scopes, view/open tracking, PDF export, multilingual factsheets, website embed components, brand colors, logos, custom domains, and white labeling.
iLumis charges by the number of strategies rather than AUM. Starter is $49/month for up to 5 strategies; Pro is $149/month for up to 15 strategies; Corporate is $390/month for up to 40 strategies and includes API access; Enterprise requires contacting sales and offers unlimited strategies, white labeling, dedicated support, custom integrations, and an SLA. Annual billing saves 20%. A 7-day free trial is available with no credit card required, but the site also shows “Closed Beta” and “Billing launching soon,” suggesting commercialization may still be at an early stage.
Its strengths are a clearly defined vertical use case, especially for fund teams that need to present credible performance track records to LPs. Strategy-based pricing avoids costs rising with AUM growth. Branded sharing and PDF export also serve both fundraising and compliance-oriented communication. Limitations include SOC 2 still being in progress, with no disclosed details on data residency, encryption, permission roles, audit logs, and similar controls. API access and custom integrations are reserved for higher-tier plans, and team collaboration features are not described in much detail.
It is better suited to fund managers, multi-strategy teams, family offices, and asset management firms operating within overseas brokerage or custodian ecosystems, especially those needing a white-label performance portal. Access from China, RMB payments, invoicing, and local compliance are not disclosed and should be considered unknown. Domestic Chinese teams considering it should additionally verify network connectivity, payment options, and data export requirements. Alternatives include Addepar, Allvue, Carta, Juniper Square, or building an in-house Excel/PDF and BI reporting workflow.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on fxstatistic.com official site.
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