intelliflo redblack: Transform your rebalancing and trading

Empower your clients with best-in-class technology, tailored for your unique investment approach.

Ready to transform your business?

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“intelliflo redblack provides a compelling household view—something we simply could not find anywhere else—which creates a great experience for advisors to determine the appropriate rebalancing trades to make and how they want to manage their portfolio.”

Patrick Chase

Fiducient Advisors

“We’re excited about the possibilities and realize technology is key to improving client and employee experiences, and we’re confident intelliflo redblack will be a part of that evolution as a true partner with whom we can grow.”

Benjamin Webb

Balentine

“With intelliflo redblack, our rebalancing and trading is more science than art and has become faster, more accurate, standardized, and cost-effective. That’s how you build something better, meaningful, and scalable – and it’s how we run our shop.”

Darrick Ganster

Hirtle Callaghan & Co

A solution proven to drive growth

intelliflo redblack is an award-winning solution that transforms your rebalancing and trading operations.

Improve your rebalancing and trading processes with:

Real-time compliance and restriction validation

Agile market response

Reduced operational costs

Improved performance and operational efficiencies

Continuous solution enhancements to future-proof your ability to evolve and scale

Integrate to innovate

intelliflo redblack’s open architecture provides integrations through APIs with a wide variety of portfolio management,trust accounting and order management systems, custodial data providers, brokers, market data feeds, your current systems, and more.

With intelliflo redblack integrations streamline your operations by:

Managing the full trade lifecycle

Executing multi-custodial orders via FIX

Improved trade reconciliation

Take faster action on tactical and strategic changes

Unlocking the power of investment management

What does it take to run your wealth management business like a hyper-efficient institutional shop? Having the right tools on hand to save you time and hassle, without sacrificing the client service experience.

intelliflo redblack adapts to your unique investment management approach and powers your wealth management needs by allowing you to:

Customize model portfolios at scale

Enhance confidence and client experience

Automate core activities of your wealth management firm

Optimize workflows that increase margins while decreasing operational costs