Understanding your clients
As a financial advisor, you can build strong relationships with your clients and establish trust by focusing on their needs.
Deliver what every client deserves
Every one of your clients deserves personalized attention and financial guidance that connects emotionally and helps them reach their short- and long-term goals.
We understand that there are many financial advice options on the market for today’s clients. Even so, the key to success is to focus on what matters – meeting their needs and providing outstanding service that exceeds expectations.
Technology can empower your team
Your team of financial experts is highly trained to understand current and future clients’ goals, values, and financial objectives. We know you take the time to listen, understand their concerns, and craft effective and reliable strategies centered around your clients’ financial goals.
With the right technology, you can help amplify your financial services and support – from the initial engagement through onboarding to ongoing client management.
How technology can fulfill client needs
The right technology can help you better deliver on client needs. It can bring faster and more efficient communication, access to real-time data, customized investment views, more streamlined client record-keeping, and more.
Technology also helps you to provide higher-quality and customized advice to your clients, all while improving service levels.
Respond to their key needs
Personalization
Clients want personalized financial advice tailored to their unique financial goals and situation.
Convenience
Clients want to be able to access financial advice online, at any time, and from any device, making it easy for them to manage their finances on their own time.
Transparency
Clients want clear and transparent advice with transparent fees and costs and complete disclosure of any conflict of interest.
Security
Clients want to feel confident that their personal and financial data are safe and secure when seeking financial advice online.
Flexibility
Clients want their financial advisors to be flexible and provide advice considering their changing financial and personal circumstances.
Accessibility
Clients want to easily access a financial advisor, whether over the phone, via email or video conferencing.
Education
Clients want financial advisors to be knowledgeable and to provide educational resources to help them better understand and manage their finances.
Results
Clients want results, whether that means achieving specific financial goals, increasing their wealth, reducing their debt, or simply understanding their financial situation better.
The value of digital engagement
At intelliflo, we understand the power of digital client engagement. Through our solutions, we provide our customers with options to work with their clients more efficiently. With us, you’ll have an easier time managing your clients digitally – and as you grow, we can grow with you.
We also understand the importance of transparency in building trust and developing long-term relationships between you and your clients. Clients who feel confident and empowered about the clarity of their investment processes are more likely to remain loyal to their financial advisors.
Engage more seamlessly with your clients
Technology helps play a critical role in meeting clients’ unique needs. Our suite of advisory solutions offers many features that help you engage more seamlessly with your clients. For example, they help enable financial advisors to provide clients with real-time access to investment information, critical documents, and performance reports. In addition, by helping to reduce the chances of hidden fees or undisclosed investment risks, our platforms help foster greater transparency.
By leveraging the right technology, you can help build trust and better relationships with your clients, helping to ensure that your clients’ investments meet their financial goals and objectives.
Insourced vs. outsourced rebalancing and trading
Rebalancing and trading to help meet your clients’ needs
At intelliflo, we can help you meet your clients’ needs through either our insourced or outsourced rebalancing and trading offerings. Whether you have the internal resources to do it yourself or want to save time and outsource it to us, you can discover better ways of working with our award-winning* rebalancing, trading, and order management capabilities.
Here’s why a rebalancing and trading solution can help meet your clients’ needs:
Maximize returns
Financial advisors can help minimize risk while potentially maximizing returns by carefully allocating their clients’ assets. Through proper rebalancing and active trading, financial advisors can help clients achieve their goals
Diversify
Financial advisors can help clients diversify their portfolios across different asset classes, sectors, and regions. Diversification helps reduce the overall risk of a portfolio
Minimize transaction costs and taxes
Help ensure your clients’ investments are aligned with their long-term goals and risk tolerances
Take advantage of opportunities
Efficiently manage portfolio drift and adjust to your clients’ portfolios accordingly
Maintain a disciplined approach
Avoid emotional reactions to market fluctuations and stick to a disciplined investment strategy
Insource rebalancing and trading with intelliflo redblack
We can help you manage the entire investment management lifecycle through tax-efficient rebalancing and trading, using intelliflo redblack. It helps you make decisions more efficiently through an intuitive user experience and personalized training and support. All of this is achieved in a secure and high-performing architecture designed to integrate seamlessly with your current tech stack.
intelliflo redblack features pre-trade compliance capabilities that can reduce potential investment policy statement violations. It also lets you review, approve, and release trades before execution. You can help ensure post-trade compliance with trade reconciliation, trade memorandums, and an order archive.
intelliflo redblack features
Speed is another key feature of intelliflo redblack. It lets you execute directed trades within minutes across thousands of portfolios in response to market changes.
Finally, our multi-asset order management system (OMS) is yours to leverage for block trading, allocations, trade aways, placements and broker algorithms. You can also utilize FIX for straight-thru processing.
Outsource rebalancing and trading with intelliflo managed
We can help accelerate your business growth with flexible outsourced solutions that include robust investment management, using our team of experts.
intelliflo managed features
By outsourcing key functions to intelliflo, you can spend more time on what matters most: your clients. And with our experienced and specialized team behind you, we can help you navigate the many complexities of running your business. We help ensure business continuity and manage resource redundancy.
intelliflo managed offers considerable flexibility over the models you use, too. You can use your own investment research or models with your clients or access our network of 150+ models.
Explore insourcing and outsourcing in more detail
For further insight into how insourcing and outsourcing can help your business, explore our dedicated factsheet.
intelliflo Advisers, Inc. (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC registered RIA since 2008.
intelliflo (organized in New Hampshire as RedBlack Software, LLC) is an indirect wholly owned subsidiary of Invesco Ltd.
intelliflo does not offer tax advice. Please consult your tax advisor for information regarding your own tax situation.
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