Solutions
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
Best in class investment management solutions
intelliflo office provides an efficient business management system so you can focus your efforts on what you do best – providing advice.
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
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
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.
