Solutions

Sophisticated yet easy to use, intelliflo’s powerful technology is crafted to help you save time and cut costs, so you can focus on driving your business forward.

Our range of cutting-edge solutions supports over 30,000 financial professionals worldwide. Discover how we can help you.

portfolio

Powerful and accessible portfolio management

Eliminate manual processes and inefficient workflows with a comprehensive suite of portfolio reporting, billing and trading capabilities.

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business.

office

Digitized advice that’s future-fit for your clients

Given evolving investor needs, offering a compelling digital and hybrid advice solution is a strategic imperative. Rooted in goals-based planning, paperless onboarding and rich client experiences, intelliflo office works to future-proof your organization’s digital and hybrid advice platform.

Whatever the size of your firm, intelliflo office provides a streamlined wealth management system tailor-made for financial advisors and home offices.

RedBlack - an intelliflo solution

Best in class investment management

RedBlack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration.

Dynamic, adaptable, and scalable, RedBlack's intuitive software makes the complex simple, helping your business achieve growth and build value.

Not enough time for clients & prospects?

Too many manual, inefficient middle and back office processes? Learn more about intelliflo assist and intelliflo managed our customizable, outsourced managed account solutions.

assist

Focus on what matters most – we’ll handle the rest

intelliflo assist gives you more time to spend on client-facing activities with a configurable suite of outsourced middle and back office services.

The decision to outsource your operations is an important one. intelliflo assist offers experienced professionals and industry-leading technology to provide a tailored middle and back office solution.

managed

Introducing turnkey outsourced services

All the benefits of intelliflo assist, plus a robust suite of investment management services.

Maximize the potential benefits of a fully outsourced middle and back office with intelliflo managed. Our experienced team can help you construct and implement your own models as well as over 150 others from leading managers and strategists.

intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008.