Balentine drives growth and enhances advisor and client experiences with intelliflo redblack

Since 1987, wealth management firm Balentine has been a trusted advisor for families and institutions. The extensive knowledge acquired over 35 years is deeply ingrained. Balentine now advises on nearly $7 billion in assets under advisement (AUA), growing steadily after several years of hypergrowth.

But with growth comes more data and complexity and the need for more technology efficiency and sophistication delivered by a trusted partner that’s there for the long haul. Learn how Balentine leveraged intelliflo redblack to unify and support their trading operations.