Investment solutions for your clients, a more efficient practice for you
intelliflo managed is an innovative, open-source platform that offers the potential benefits and flexibility of outsourced services at zero platform fees when using select models.*
Why use managed models?
Investment professionals using models tend to enjoy more productive practices. They typically see improved client, AUM and revenue growth potential.
92%
believe outsourcing made their practice better during COVID¹
+10%
increase in clients/households (HHs)²
+10%
increase in advisor compensation²
¹ Blackrock Advisor Survey (2020)
² Fidelity Financial Advisor Community Survey (2018)
Let us do the hard work
Our solution offers an array of managed models while intelliflo advisors handle the trading, rebalancing, reporting, billing and more on your behalf. For client assets allocated to select managed models, you’ll enjoy all these services at no cost*.
intelliflo managed models – backed by Invesco
More time
We handle those non-client facing functions so you can spend more time on the client-facing activities that matter most.
Bespoke service
Our knowledgeable and professional team can help you work through any complexity.
Deep expertise
Averaging 15+ years supporting RIAs, our team can help you navigate the complexities of running your business.
Global outlook
$50B solutions team with 70+ professionals as of 2022, backed by the strength of Invesco, a $1.48T global asset management firm as of 2/9/23.
Disciplined process
Capital market assumptions for 170+ asset classes, alongside a rigorous manager selection process.
Multiple portfolio solutions
Passive, active, hybrid, smart beta and tax-aware solutions using mutual funds, ETFs and separately managed accounts.
How managed models work
Using managed models may be simpler than you think.
Just choose the model you need, then spend more time on higher-value activity as we handle things on your behalf. For assets allocated to select managed models, there’s no cost for these services.*
Investment proposal
Investor-friendly proposal generation
Client onboarding
Onboarding including enrollment and account opening
Tax-aware trading
Tax transitioning, ongoing trading and rebalancing
Ongoing account service
Operating support for all account service requests
Reporting and fee billing
Comprehensive reporting and fee billing based on your schedules
* Invesco models are offering through Invesco Advisers, inc.
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC registered RIA since 2008.
intelliflo Advisers Inc. is an indirect and wholly owned subsidiary of Invesco Ltd.
intelliflo does not offer tax advice. Please consult your tax advisor for information regarding your own tax situation.
For Registered Investment Advisors use only.
intelliflo managed features
Find out what intelliflo managed can do for your RIA business.
intelliflo managed models
RIAs in the US who use models tend to enjoy more productive practices.
Book a demo
The best way to explore our solutions is to see them for yourself, with a free live demo.