Our solutions
We offer a comprehensive range of market-leading financial software solutions. We support you, your business and your clients at every stage of the advice journey.
intelliflo redblack
Your investment management approach is unique. You need technology that can work around your business. intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices.
Personalization
Meet your clients’ unique needs with tailored models using rules, exceptions, what-if scenarios and more.
Efficiency
Use tactical rebalancing for tax-loss harvesting, and incremental portfolio adjustments to help clients achieve their goals.
Scale
Manage all financial data and scale across functions effectively – whether it’s 1,000 accounts per day or 20,000.
intelliflo managed
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
Free up more time
By outsourcing key functions, you can spend more time on what matters most: your clients
Access to experts
With extensive experience, our team can help you navigate the complexities of running your business
Model your own solutions
Use your own models, our models, or a combination of both.
intelliflo office
More and more clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to evolve and adapt to these changing needs.
Designed for financial advisors
Deep industry experience goes into our award-winning financial software that’s tailored to the real needs of advice professionals
Extensive and adaptable
The most capable financial software system in its class is also the most flexible, scaling and adapting to fit your firm
Powering life-changing advice
intelliflo office forms the beating heart of over 2,500 financial advisory firms, helping them deliver for their clients when it matters
intelliflo does not offer tax advice. Please consult your tax advisor for information regarding your own tax situation.
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC registered RIA since 2008.
Invesco models are offered through Invesco Advisers, Inc.
intelliflo redblack is an indirect, wholly owned subsidiary of Invesco Ltd.