Best in class investment management solutions

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


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.


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.


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.

Our range of cutting-edge solutions support

over 30,000

financial professionals worldwide.