We transform the advisory experience
Your advice can be life-changing.
Our technology makes it possible.
office
Today’s clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to adapt to these changing needs.
redblack
You need technology that can work around your business. intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices.
managed
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
Financial solutions that drive growth and bring success
We provide world-leading advisory platforms that support you, your clients and your business at every step.
Solutions that span the advisory lifecycle
Practice management
Handles the day-to-day running of your practice for smoother operations.
Financial planning
Delivers scenario modeling to help your clients build brighter futures.
Portfolio management
Helps you manage complex portfolios at scale.
Digital analytics
Provides comprehensive reporting of client and business activity.
Managed services
Automates your business processes, giving you more time for clients.
Technology designed around you
Get started quickly
With no software to install, all you need to do is connect with our team. They’ll support you with demos, data migration, onboarding, training and more.
Keep up to date
Keeping up with regulatory requirements, tax changes, legal changes, fund changes and new integrations is all taken care of.
Security assured
Protecting your clients’ data is as vital to us as it is to you. Our solutions are protected, secured and validated.
For any size of business
Our technology is affordable and effective for smaller firms, but powerful enough to support large institutional and enterprise customers.
30,000
Professionals supported worldwide
Over 3 million
End-investors represented
Over $1 trillion
Assets under advice serviced on our platform
Proud of our open architecture
Our solutions bring you the opportunity to connect to 100+ integrations, adding what you need for your business at the right time for you.
Continually improving
We feed insight provided by you back into our solutions – so you continue to receive state-of-the-art services to help you grow.
Seamless, usable and intuitive
Pairing best-in-class user design and functionality ensures your navigation experience is intuitive and the advice process is seamless.
Stay ahead of the market
Matching your pace with the continuous evolution of our solutions ensures you stay one step ahead of your competition.