Skip to content

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

  • Institutional-level compliance for RIAs. Create sophisticated compliance rules to protect your clients and your firm.
  • Customize as needed. Craft precise compliance rules to meet investment objectives.
  • Manage at scale. Use rule sets and conditions to streamline implementation.

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

  • Reduce manual workload: Automate compliance rule validation for accounts and 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.