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