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 login

Jemstep is now part of intelliflo

Jemstep, the market-leading digital advice provider for financial service firms, is now part of intelliflo.

Jemstep legacy product logo

The streamlined wealth management system for financial advisors and home offices

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.

Portfolio Pathway legacy product logo

Your comprehensive reporting, billing and trading solution.

RedBlack legacy product logo
RedBlack, an intelliflo solution - logo

RedBlack’s powerful rebalancing and trading solution is now part of intelliflo.

Find out more about our solutions

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 touch

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, 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.

Perfect for any size business