portfolio
A single window into your entire client book of business
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. So how can successful firms evolve to provide comprehensive advice with confidence and ease?
Book a demoComprehensive
Comprehensive yet simple portfolio management system for advisors
Industry-leading
Industry-leading solution used by financial professionals and enterprises
Integrated
Integrated with over 30 leading data and service providers
Benefits
- Deliver UMA and SMA propositions across all major custodians
- Support performance reporting, composites and analytics from a single solution
- Tailor your fee billing with highly flexible schedule and payee options
- Integrate seamlessly with current systems to reduce complexity and costs
- Provide your clients with the convenience of 24/7 remote access
Features
- Portfolio reporting including performance, composites and analytics
- Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs
- Fee billing with highly flexible schedules, processing and reports
Extending
intelliflo portfolio
Build it your way
Our open architecture lets you select and seamlessly integrate the tools your business needs
Open API
Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps.
With our users having intelliflo portfolio as part of our technology offering, advisors across the country have had uninterrupted access to their web-based reporting and can generate reports on-demand as needed for themselves and their clients. Our billing team continues to stay on top of new account setup and invoicing without losing a beat.
GWN Securities