Enjoy all the benefits and flexibility of outsourced services – at zero platform fees when using select managed models*
Investment solutions for your clients. A more efficient, profitable practice for you.
An innovative, open-source solution enabling you to utilize a wide range of managed models (as well as your own) – while intelliflo advisers handles the trading, rebalancing, reporting, billing and more on your behalf. For client assets allocated to managed models, you’ll enjoy all these services at no cost*.
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We handle those lower-value middle and back office functions. You spend more time on the client-facing activities that matter most.
No automated phone lines, no impersonal call centers – just a dedicated support team to help you succeed.
Averaging 15+ years supporting RIAs, our team can help you navigate the many complexities of running your business
$50B Solutions team with 70+ professionals backed by the strength of Invesco: a $1.2T global asset manager (as of 6/30/2021)
Capital market assumptions for 170+ asset classes alongside a rigorous manager selection process
Multiple portfolio solutions
Passive, active, hybrid, smart beta and tax- aware solutions utilizing mutual funds, ETFs and separately managed accounts
Hire more people? Buy more technology? Outsourcing can often be a more efficient and cost-effective solution.
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*
*as of 6/30/2021
How it works
Select models – then spend more time on higher-value activities as we handle all the middle and back office services on your behalf. For assets allocated to managed models, there’s no cost for these services*.
Managed models overview
Compared to the typical TAMP offering, our solution offers the potential to meaningfully improve your RIA’s profitability.
Typical TAMP offering
- advisor technology
- + outsourced services
- + overlay management
- + 3rd party models
- intelliflo technology
- + intelliflo managed services
- + managed models*
Reduce fees while leveraging investment expertise
|Usage||Avg TAMP Fee||0% Invesco model||25% Invesco model||50% Invesco model||100% Invesco model|
|Est. TAMP Fees||25 bps||25 bps||11.25 bps||7.5 bps||0 bps|
|Est. Cost $100M AUM||$250K||$150K||$115K||$75K||$0|
Potential benefits of using models
Advisors using models tend to enjoy more productive practices with improved client, AUM and revenue growth.
1 Fidelity Financial Advisor Community Survey (2018)
2 Blackrock Advisor Survey (2020)
achieve new levels of efficiency & productivity?
* managed models in partnership with
intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008. Invesco models are offered through Invesco Advisers, Inc.