We power the
advisory experience
Our industry-leading solutions are comprehensive yet intuitive, and support you on every step of the advisory journey – empowering you to build your client relationships, grow your business and evolve for the future.
The new intelliflo
We have brought together the capabilities of five leading businesses to create a leader in technologies for financial advice.
Learn about the five businessesOur solutionsExisting customer loginJemstep is now part of intelliflo
Jemstep, the market-leading digital advice provider for financial service firms, is now part of intelliflo.
Leading portfolio management solutions
RedBlack and Portfolio Pathway are now part of intelliflo, offering cutting-edge solutions that empower financial advisors to generate and manage investments on behalf of end-investors.
RedBlack’s powerful rebalancing and trading solution is now part of intelliflo.
Our solutions span the advisory lifecycle
From portfolio allocation to reporting and billing, our user-friendly software will support you through the entire advisory process.
Get in touch
intelliflo’s global team of over 500 dedicated professionals work together to help our customers grow.
Get in touchSolutions and services you can relate to
Get started quickly
With no software to install, all you need to do is connect with our team. They’ll support you with demos, free trials, data migration, onboarding, training – and beyond.
You won’t get left behind
Keeping up with regulatory requirements, tax changes, legal changes, fund changes and new integrations is all taken care of within intelliflo office. You don’t have to lift a finger.
Security built in
Protecting your clients’ data is as important to us as it is to you. Our solutions are protected, secure, and validated by the ISO 27001 stamp of approval.