intelliflo portfolio: simplified portfolio management
Eliminate manual processes and inefficient workflows with a comprehensive suite of portfolio reporting, billing and trading capabilities.
A single window into your entire client book of business
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. So how can successful firms evolve to provide comprehensive advice with confidence and ease?
- Comprehensive yet simple portfolio management system for advisors
- Industry-leading solution used by financial professionals and enterprises
- Integrated with over 30 leading data and service providers
Creating your competitive edge
Flexible:
Deliver UMA and SMA propositions across all major custodians
Seamless:
Performance reporting, composites and analytics from a single platform
Personalized:
Tailor your fee billing with highly flexible schedule and payee options
Compatible:
Integrate seamlessly with current systems to reduce complexity and cost
Versatile:
Offer tax-aware rebalancing with multi-custodian trading for SMAs and UMAs
Convenient:
Provide your clients with unlimited 24/7 remote access
Definitive end-to-end billing process
intelliflo portfolio’s fee billing feature is the definitive end-to-end billing process that takes the complication out of billing and empowers you to prepare, invoice and collect advisory fees… all in one place.
Provide clients with account access anywhere, anytime.
Clients can stay connected to their information through a secure, branded portal. You control what your clients see including basic reports, performance, quarterly statements or even shared documents.
