Take control of your compliance

Introducing a game-changing feature for intelliflo redblack that puts you in control of compliance and unlocks institutional-level oversight for your business.

Snapshot of the intelliflo redblack solution

Goodbye, compliance headaches. Hello scalability

Ditch the policy logic limitations: Craft your ideal rules precisely where needed.
Customize and apply dynamically: No more creating countless variations of your investment policies.
Run your RIA like an institution: Offer sophisticated compliance without client limitations.

It’s not just a feature, it’s a game-changer

Reduce manual workload: Automate rule-based tasks for specific households, saving time and effort.
Minimize compliance errors: Let the system handle the heavy lifting and ensure accuracy.
Focus on what matters most: Your clients.