Meet us at IMPACT®2023
Philadelphia | Pennsylvania Convention Center
October 24-26, 2023
We are delighted to announce that we’ll be a silver-level sponsor at this year’s IMPACT®2023 event in Philadelphia, from October 24-26, 2023 with a booth right next to our parent organization, Invesco!
IMPACT®2023 aims to advance the RIA industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the community.
As a technology provider that transforms businesses and harnesses investment intelligence, IMPACT®2023 is the perfect place for intelliflo to showcase our suite of technology solutions to RIAs.
Discover and learn
IMPACT®2023 is renowned for its speakers and education sessions; this year is no different. You’ll enjoy talks featuring Schwab’s CEO Walter W. Bettinger II, COO Jon Beatty, President Rick Wurster, and other notable figures, including psychologist Adam M. Grant and bestselling author Parag Khanna.
We’re also delighted to announce that our Vice President of Customer Success, Lisa Jacobs, will speak on Showcase Stage C at 12:45 PM – 1:15 PM, demonstrating the power of our rebalancing, trading, and order management solution, intelliflo redblack.
Let’s meet
Our booth 1309 will be the perfect place for you to gain insights into technologies that are transforming the RIA industry.
The event is taking placing at the following location:
Pennsylvania Convention Center
1101 Arch St.
Philadelphia, PA 19107
Whatever you do, make sure you stop by and say hi to our team. And, of course, we’ll have some great swag to offer too.
intelliflo offers three cutting-edge technology solutions for RIA firms.
Discover them all in detail by downloading our factsheets below.
redblack
intelliflo redblack automates rebalancing and trading to transform portfolio management.
office
intelliflo office is the most capable financial software system in its class that scales and adapts to fit your needs
managed
intelliflo managed is a configurable suite of fully outsourced services for RIAs in the US that includes robust investment management.