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.