Turnkey outsourced services to accelerate your growth.
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 managed: to help you maximize the potential benefits of a fully outsourced middle and back office, including construction & implementation of your own models as well as over 150 others from leading managers & strategists.
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008.