We power the
advisory experience
Our industry-leading solutions are comprehensive yet intuitive, and support you on every step of the advisory journey – empowering you to build your client relationships, grow your business and evolve for the future.
The new intelliflo
We have brought together the capabilities of five leading businesses to create a leader in technologies for financial advice.
Learn about the five businesses Our solutions Existing customer loginJemstep is now part of intelliflo
Jemstep, the market-leading digital advice provider for financial service firms, is now part of intelliflo.
Leading portfolio management solutions
RedBlack and Portfolio Pathway are now part of intelliflo, offering cutting-edge solutions that empower financial advisors to generate and manage investments on behalf of end-investors.
RedBlack’s powerful rebalancing and trading solution is now part of intelliflo.
Our solutions span the advisory lifecycle
From portfolio allocation to reporting and billing, our user-friendly software will support you through the entire advisory process.
Get in touch
intelliflo’s global team of over 500 dedicated professionals work together to help our customers grow.
Get in touchWhy intelliflo?
Open and integrated
We take pride in providing open architecture solutions, the right integrations and proactively improving our offering to better serve you and your customers.
Intelligence in action
We draw on a wealth of expertise and knowledge, unmatched in the industry and use our insights to deliver intelligent tools, solutions and services.
Making the complex simple
We aim to create the most advanced solutions, paired with best-in-class user design and functionality to ensure a seamless experience.
Helping you grow
We match your pace with a continuous evolution of our tools and solutions to ensure you are always one step ahead of the competition.