intelliflo redblack: manage complex portfolios at scale
Your unique investment management approach requires technology that can adapt to your business. Our award-winning platform can deliver just that.
For more than a decade, we’ve worked with the most advanced and sophisticated wealth managers to help make the complex simple. intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices.
Meet your clients’ unique needs with tailored models using rules, exceptions, what-if scenarios and more.
Use tactical rebalancing, tax-loss harvesting, and incremental portfolio adjustments to help clients achieve their goals.
Manage all financial data and scale across functions effectively – whether it’s 1,000 accounts per day or 20,000.
Improve trust, transparency and service quality with our pre-trade and post-trade compliance capabilities.
Enjoy life in the cloud
Our cloud version of intelliflo redblack delivers a secure, high-performance solution. It offers you advanced, personalized and multi-custodian rebalancing at scale.
A platform proven to drive growth
intelliflo redblack brings comprehensive rebalancing and trading capabilities. Perform portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single solution. It integrates seamlessly with any tech stack.
An intuitive user experience and personalized training help you get up and running quickly.
Reduced operational costs
Manage and trade more efficiently with streamlined workflows that increase margins while decreasing operational costs.
Real-time compliance and restriction validation ensures your clients are always invested according to their specific needs and investment policy statement.
Our modular solution is flexible enough for RIA firms of any size. It automatically scales with you as you grow.
Agile market response
Respond fast to market movement with the ability to direct trades across thousands of portfolios in minutes.
Improved performance and efficiencies
Do more in less time to enhance portfolio performance. Benefit from automated rebalancing and trading strategies applied promptly to client portfolios.
intelliflo redblack features
Find out what intelliflo redblack can do for your business.
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
Book a demo
The best way to explore our solutions is to see them for yourself, with a free live demo.