Sound Income Strategies enhances trading efficiency with intelliflo redblack

Sound Income Strategies, a privately owned, income-generating registered investment advisor (RIA) and money manager, has seen significant growth over the past three years, doubling its assets under management (AUM) from $1.6 billion to $3.2 billion. A key component of this growth was the firm’s partnership with leading rebalancing and trading solution, intelliflo redblack.

When the firm first implemented intelliflo redblack in 2021, it gained a more sophisticated, multi asset software platform that provides household-level rebalancing, advanced drift reporting, independent trading, FIX connectivity with block order capabilities, and integration with their key partners. Since then, the firm looked to address evolving trading nuances and scalability challenges through a strategic technology shift to intelliflo redblack’s cloud version, supporting rapid growth and complex trading needs.