intelliflo redblack: smooth, efficient portfolio management
intelliflo redblack transforms the management of complex portfolios. State-of-the-art features and functionality improve transparency and workflow at every stage. Access comprehensive rebalancing and trading capabilities with portfolio monitoring, pre-trade and post-trade compliance, and order management, all within a single solution that seamlessly integrates with your current tech stack.
intelliflo redblack at a glance
intelliflo redblack automates core activities for your firm.
It gives you the time to devote to your clients, and the confidence of knowing everything’s taken care of.
Monitor portfolios at account and household level for drift, cash, compliance violations and tax alpha.
Reduce potential violations with sophisticated investment policy overlays, rules and restrictions.
Rebalancing and trading
Rebalance to complex models or place directed trades for individual portfolios or globally.
Review and approval
Contextually review and conditionally approve orders prior to execution.
Leverage a multi-asset order management system (OMS) for trade aways, placements, broker algorithms, or FIX for straight-thru processing.
Reconcile trades, archive orders, and leverage investment policy reports for post-trade compliance.
Agile market response
Respond quickly to market movements with the ability to direct trades across thousands of portfolios.
Make decisions more efficiently through an intuitive user experience and personalized training and support.
Growth at scale
Our user-configured modular solution is flexible and scales as you grow.
Transform your portfolio management processes
intelliflo redblack streamlines your workflow and brings efficiencies across the board.
Short- and long-term value
An intuitive user experience and personalized training get you up and running quickly.
Reduced operational costs
Manage and trade more efficiently, improving margins while decreasing operational costs.
Improved performance and operational efficiencies
Do more in less time with automated rebalancing and trading strategies.
Modular solution flexible enough for RIA firms of any size, automatically scaling as you grow.
Key portfolio management features
Agile market response
Respond fast to market movement and execute direct trades across thousands of portfolios in minutes.
intelliflo redblack integrates seamlessly with your current tech stack, and interfaces with all major custodians and brokers.
Real-time compliance and restriction validation ensures your clients are always invested according to their specific needs and investment policy statement.
Why choose intelliflo redblack?
Protect your clients
with policy compliance validation on trades.
at the account or household level.
Multi-asset-class order management
to review and approve trades – and execute sophisticated trading workflows.
to make swift changes to individual portfolios outside of the model recommendations.
Leverage FIX (Financial Information eXchange)
for straight-thru processing.
at the account or household level for drift, cash, compliance violations, and tax opportunities.
Powers rebalancing and trading for registered investment advisors (RIAs) of all sizes.
Explore the potential benefits of a configurable, fully outsourced service.
Book a demo
The best way to explore our solutions is to see them for yourself, with a free live demo.