Solutions
portfolio
portfolio
A comprehensive suite of portfolio reporting, billing and trading capabilities
intelliflo portfolio eases the workload of portfolio management and improves the client experience, helping you grow your business.
office
office
A streamlined wealth management system tailor-made for financial advisors and home offices
Whatever the size of your firm, intelliflo office works to deliver digitized advice that’s future-fit for your clients
Not enough time for clients & prospects?
Too many manual, inefficient middle and back office processes? Learn more about our customizable, outsourced managed account solutions.
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008.
managed
managed
A configurable suite of outsourced middle and back office services
intelliflo managed offers industry-leading technology to provide a tailored middle and back office solution.
managed models
managed models
Enjoy all the benefits of intelliflo managed for low-to-no cost
An innovative, open-source solution enabling you to utilize a wide range of managed models.
