Your clients’ portfolios
A vital component of the financial advisory relationship.
Your service, their needs
When clients come to financial advisors, they often have a specific set of aspirations they want to achieve through portfolio management, typically involving wealth creation while minimizing risk.
What does it mean
Client portfolios are designed to help you and your clients reach their investment goals. Financial advisors like you may work with clients to create a personalized investment portfolio that aligns with their specific investment objectives.
Manage your clients’ portfolios
The primary objectives of investment portfolios are often maximizing returns while minimizing risks, diversifying assets, preserving capital, and being more tax efficient. By understanding your clients’ goals, you can create portfolios that help meet clients’ needs and help them achieve financial freedom. intelliflo offers three options to help you manage your clients’ portfolios effectively:
redblack
You need technology that can work around your business. intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices and other wealth management businesses.
managed
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
office
Today’s clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to adapt to these changing needs.
intelliflo redblack
We work with some of the most advanced and sophisticated wealth managers to help make the complex simple. intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices and other wealth management businesses.
Our solution can make your service smoother and more efficient.
Manage the entire lifecycle
Manage the entire investment management lifecycle through tax efficient rebalancing, trading, and order management.
Streamline decision-making
Make decisions more efficiently through an intuitive user experience and personalized training and support.
Reduce violations
Reduce potential investment policy statement violations with pre-trade compliance capabilities.
Trade at speed
Quickly execute directed trades within minutes across thousands of portfolios in response to market changes.
Help get it right the first time
Review and approve trades before execution.
Utilize our OMS
Leverage our integrated, multi-asset order management system (OMS) for block trading, allocations, trade aways, placements, and broker algorithms. Leverage FIX for straight-thru processing.
Help stay compliant
Help ensure post-trade compliance with trade reconciliation, trade memorandums and an order archive.
Seamless integration
Operate on a secure platform that is architected for performance and can integrate seamlessly with your current tech stack.
intelliflo managed
Running your firm is complex and time-consuming. Through intelliflo managed, we offer a customized and configurable suite of fully outsourced services to help you meet your goals.
intelliflo managed brings the five powerful potential benefits included below to your business.
Help accelerate growth
We can help accelerate your business growth with flexible outsourced solutions that include robust investment management using our intelliflo redblack rebalancing and trading platform.
More time for your clients
By outsourcing key functions, you can spend more time on what matters most: your clients.
An experienced team
With our experienced and specialized team, we can help you navigate the many complexities of running your business.
Flexible model deployment
You can use your investment research or models with your clients or access our network of 150+ models.
Build your firm’s future
We help ensure business continuity and manage resource redundancy.
intelliflo office
intelliflo office is a comprehensive, end-to-end business management system for the financial services market. It helps you manage your client and custodian data within a single technology ecosystem and align it to your service proposition.
It is currently available to select customers, with wider-market availability coming soon.
A single advisory management platform
Front, middle and back-office activities rolled into one – one place where you can seamlessly and efficiently manage your entire business.
A two-in-one engagement solution
A solution that helps support both advisory and brokerage engagement models on one platform.
A system that keeps you fully up to date
A system that continues to upgrade, improve and adapt to match constantly changing needs.
Comprehensive efficiency
The ability to streamline administration processes from the initial fact find to new account opening and funding.
Scalability
A scalable technology that can work for any size business or distribution model.
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.
For Registered Investment Advisors Use Only