portfolio

A single window into your entire client book of business

Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. So how can successful firms evolve to provide comprehensive advice with confidence and ease?

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Comprehensive

Comprehensive yet simple portfolio management system for advisors

Industry-leading

Industry-leading solution used by financial professionals and enterprises

Integrated

Integrated with over 30 leading data and service providers

Benefits

  • Deliver UMA and SMA propositions across all major custodians
  • Support performance reporting, composites and analytics from a single solution
  • Tailor your fee billing with highly flexible schedule and payee options
  • Integrate seamlessly with current systems to reduce complexity and costs
  • Provide your clients with the convenience of 24/7 remote access

Features

  • Portfolio reporting including performance, composites and analytics
  • Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs
  • Fee billing with highly flexible schedules, processing and reports

Extending
intelliflo portfolio

Build it your way

Our open architecture lets you select and seamlessly integrate the tools your business needs

Open API

Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps.