intelliflo redblack: manage complex portfolios at scale
Our award-winning rebalancing and trading solution can take your processes from days to minutes. Turn your hassle into a competitive advantage so you have time for what really matters – your clients.
Say goodbye to manual processes and embrace efficiency
Portfolio management just got easier with intelliflo redblack which adapts to your unique investment management approach and powers your business needs with:
Personalization
Meet your clients’ unique needs with tailored models using rules, exceptions, what-if scenarios and more.
Efficiency
Use tactical rebalancing, 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.
Compliance protection
Improve trust, transparency and service quality with our pre-trade and post-trade compliance capabilities.
Creating your competitive edge
Agile market response
Respond fast to market movement with the ability to direct trades across thousands of portfolios in minutes.
Rapid ROI
An intuitive user experience and personalized training help you get up and running quickly. It automatically scales with you as you grow.
Reduced operational costs
Manage and trade more efficiently with streamlined workflows that increase margins while decreasing operational costs.
Stay connected
intelliflo connect has rewritten the way advisors interact with intelliflo redblack. It’s not just a rebalancing platform; it’s a dynamic partnership driving persistent innovation in advisor technology.
Compliance protection
Real-time compliance and restriction validation ensures your clients are always invested according to their specific needs and investment policy statement.
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.
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.
Customer success stories
intelliflo redblack features
Find out what intelliflo redblack can do for your business.
intelliflo managed
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
industry insights
Explore our latest analysis of current developments, future trends and more.