News: intelliflo redblack named finalist for WealthTech Provider of the Year by InvestmentNews
intelliflo redblack has been recognized as a finalist for the WealthTech Provider of the Year in the InvestmentNews Awards. This inaugural awards program highlights the success of individuals and organizations who elevate the industry.
The WealthTech Provider of the Year category acknowledges companies with a proven track record of success in providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients. intelliflo redblack stood out because of its commitment to innovation, strong advisor support and notable growth.
“At intelliflo, we are dedicated to delivering robust solutions that enable advisors to provide more flexible, personalized service to their clients and efficiently grow. Our leading rebalancing and trading platform, intelliflo redblack, directly furthers this mission,” said Nick Eatock, CEO at intelliflo. “We are honored to be recognized by InvestmentNews for the value and impact of our modern, cloud-based technology, which ultimately helps widen access to financial advice.”
intelliflo redblack offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, tax-loss harvesting, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution. It allows advisors to provide more personalized experiences, responding to clients’ unique needs with tailored, tax-efficient models using rules, exceptions, what-if scenarios and more. The solution is highly scalable; customers currently range from less than $50 million AUM to over $130 billion AUM managed on the platform.
“The wealth management and financial advice industry has experienced significant evolution and growth in recent years, and our new awards program is honoring the individuals and organizations that have helped advance this progress,” said Jessica Duce, Project Director at InvestmentNews/Key Media. “WealthTech providers such as intelliflo are empowering advisors with the digital technology and tools advisors need to create efficiencies, meet changing client expectations and grow.”
More information about the InvestmentNews Awards and the full list of finalists can be found here.