Focus on what matters most
– we’ll handle the rest
We know you. You have vision. You possess entrepreneurial spirit. And you’ve invested countless hours in building your business.
So what’s standing in the way of future growth? We know that, too. Too much time and energy sunk into managing manual processes and inefficient workflows -- wasted time that could be spent building deeper relationships with clients and prospects.
That’s why we created intelliflo assist: a configurable, outsourced managed account solution developed by experienced professionals who have worked closely with RIAs like you for decades.
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008.
No automated phone lines, no impersonal call centers – just a dedicated support team to help you succeed.
We handle those lower-value middle and back office functions. You spend more time on the client-facing activities that matter most.
With years of supporting RIAs just like you, our team can help you navigate the many complexities of running your business.
Cost & efficiency
Hire more people? Buy more technology? Outsourcing can often be a more efficient and less costly solution.
intelliflo assist at-a-glance
- Investment proposals
- Goal planning
- Risk tolerance & solution mapping
- Fully digital onboarding
- Multi-custodian access & management
- Client money movement
- Billing & fee management
- Client invoicing
- Portfolio accounting & reporting
- Client, advisor & home office dashboards
All delivered on top of intelliflo’s turnkey technology platform
How are we able to offer and scale these services with such a highly-personalized touch? We utilize intelliflo’s technology platform which powers the advisory experience globally for over:
- 2,500 firms
- 30,000 advisors
- 3 million end investors
- Over $1 trillion in assets*