intelliflo managed: a host of features and functionality
Enjoy all of the freedom and potential benefits that outsourcing brings.
Flexible, consultative and capable
Could intelliflo managed be the right fit for your business?
Learn more about the features that can help take away some of the heavy lifting of running an RIA business.
Use and pay for the services you need, and choose how your models are implemented.
Consultative and understanding
We partner with you as an extension of your team.
Cost and investment capabilities
Gain access to an extensive range of model portfolios at low platform fees – potentially to zero bps with Invesco models.
Our flexible services can help with some or all of:
- New account processing
- Account maintenance servicing
- Cashiering administration
- Service portal with digital forms
- Portfolio reporting
- Model access and maintenance
- Account restriction rules and order management execution
- Continuous rebalancing
- Tax loss harvesting
- Multiple billing methods
- Revenue management
- Deposit and withdrawal invoicing
- Direct fee debiting
- Branded invoices to client portal
- Access to more custodians
- Your relationships, ours, or both
- Multi-custodian trade execution
- Unified advisor/client experience
Choose the blend of models that’s right for you
intelliflo managed offers a wide array of investment models and SMAs from leading strategists, and can also trade your firm’s models.
Option 1: Leverage intelliflo’s wide range of models
Option 2: Use your existing models on our flexible platform
Option 3: Combine intelliflo models with yours
intelliflo does not offer tax advice. Please consult your tax advisor for information regarding your personal 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.
Explore the potential benefits of a configurable, fully outsourced service.
Investment professionals using models tend to enjoy more productive practices.
The best way to explore our solutions is to see them for yourself, with a free live demo.