We power the
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.
With over 20 years of experience and expertise, our now combined, comprehensive and intuitive industry-leading solutions can strengthen your client relationships, grow your business and evolve for the future.Explore our solutions
Supporting you at every stage of the financial advisory process.
- give your clients a consistent, engaging experience
- have more confidence in your data
- generate efficiencies in your business
- achieve growth plans; evolve for the future
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.
Whatever the size of your firm, intelliflo office takes the legwork out of management so you can focus your efforts on what you do best - providing advice.
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.
Solutions 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, data migration, onboarding and training.
Security built in
Protecting your clients' data is as important to us as it ts to you. intelliflo office is protected and secure.
Perfect for any size business
The backbone of advisory businesses. Affordable and effective for smaller firms, but powerful enough to support large customers. Whatever size of your business, join intelliflo and grow with us.
Open and integrated
We take pride in providing open architecture solutions, the right integrations and proactively improving our offering to better serve you and your customers.
Intelligence in action
We draw on a wealth of expertise and knowledge, unmatched in the industry and use our insights to deliver intelligent tools, solutions and services.
Making the complex simple
We aim to create the most advanced solutions, paired with best-in-class user design and functionality to ensure a seamless experience.
Helping you grow
We match your pace with a continuous evolution of our tools and solutions to ensure you are always one step ahead of the competition.