Fiducient Advisors uses intelliflo redblack to personalize rebalancing and trading at scale

Great things can happen when two growing global investment consulting firms rank in Pensions & Investments’ top 40. DiMeo Schneider & Associates, L.L.C. merged with Fiduciary Investment Advisors (FIA) in April 2020, turning a years-long collaboration between the firms into a powerhouse organization. A year later, DiMeo Schneider rebranded to Fiducient Advisors which advises on more than $240 billion in assets as of December 31, 2022.

“Achieving greater economies of scale and consistently providing high quality client deliverables were key drivers to uniting our firms,” said Robert DiMeo, Chairman of Fiducient Advisors. “We saw an incredible opportunity to leverage our top research and technology stack to empower our professionals to be more productive, which means more time back to serving a diverse and growing client base.”

While FIA had used intelliflo redblack for rebalancing since 2013, the next step in the combined firm’s evolution was to ascertain essential requirements and move towards a supportable, sustainable technology approach.

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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

“With intelliflo redblack, our consultants can immediately see the tax budgeting impact of trades throughout the year and household views of portfolios in a matrix format across accounts, securities, and allocation versus the target and the drift—all without having to drill down”

Patrick Chase

Fiducient Advisors