Articles from intelliflo

intelliflo today announced that Eton Advisors has successfully launched the cloud-based version of intelliflo redblack for rebalancing and trading, saving time, boosting efficiencies and improving their ability to implement customized solutions for clients.

intelliflo redblack today announced that Focus Financial Partners Inc. has adopted intelliflo redblack as a strategic trade and rebalance technology solution, extending its capabilities across the organization’s firms.

intelliflo redblack has been named a finalist for the WealthTech Provider of the Year by InvestmentNews for the second consecutive year. This annual awards program highlights outstanding professionals and firms in the wealth management industry.

intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform in the 9th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market today.

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum. While implementations are typically a time consuming, tedious process, Alpha Capital and intelliflo redblack have completed the project with speed, efficiency and confidence.

intelliflo has been honored with two prestigious 2024 ThinkAdvisor Luminaries Awards. The company was recognized for Innovation in Rebalancing and Excellence in Marketing/PR.

intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors.

intelliflo redblack today announced the launch of a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed accounts (SMAs) across family members to alert for potential wash sales before they occur. These capabilities are designed to help financial advisors ensure compliance with IRS wash sale rules while maintaining optimal tax management strategies and maximizing cash management benefits for their clients.

intelliflo today announced that Sound Income Strategies has successfully migrated to the cloud-based version of intelliflo redblack, supporting the firm’s significant growth. With intelliflo redblack, Sound Income Strategies can effectively manage its expanding rebalancing and trading needs with efficiency, confidence and ease.

intelliflo redblack has won the WealthManagement.com Industry Award in the Rebalancing category for the second time. The annual WealthManagement.com Industry Awards (“The Wealthies”) has been recognizing the best companies, people and organizations that support financial advisor success for the past ten years. intelliflo was also named a finalist in the Digital Marketing Campaign of the Year category.

intelliflo today announced that their award-winning portfolio rebalancing and trading platform, intelliflo redblack, will now include an institutional-level compliance rules engine. This cutting-edge tool – typically reserved for institutional clients – marks a paradigm shift in how RIAs of all sizes can boost efficiencies, manage compliance and better serve clients.

intelliflo redblack has been named WealthTech Provider of the Year in the InvestmentNews Awards, an awards program that recognizes the success of individuals and organizations who drive the industry forward. The awards gala took place on June 20 in New York City.

intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies. intelliflo has been recognized for its robust, API-based financial advisory platform that allows advisors to personalize and digitize financial advice at scale.

The ability to effectively leverage data to make critical business decisions has become increasingly important to financial advisors. That need drove the latest enhancements to intelliflo redblack, intelliflo’s leading portfolio rebalancing and trading platform. Financial advisors can now leverage open APIs to move large amounts of data both in and out of the platform, enabling better data-driven decision making.

Younger generations struggle with accessing financial advice, often unsure how to get advice or feeling as if they don’t have enough saved to receive it. This is one of the topics explored in a recent intelliflo survey. intelliflo is the leading cloud-based technology platform for financial advisors and their clients.

intelliflo announced today that the number of financial advisory firms leveraging the cloud edition of intelliflo redblack, its leading portfolio rebalancing and trading platform, has doubled over the past year. The software-as-a-service (SaaS) solution provides advanced, personalized rebalancing and robust order management at scale in a multi-custodian environment.

intelliflo announced today that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM).

intelliflo announced today that Aspen and Denver, Colo.-based Obermeyer Wood Investment Counsel has implemented RedBlack, its leading portfolio rebalancing and trading platform. RedBlack enables the firm, with approximately $2 billion AUM, to trade client accounts with greater efficiency, freeing significant time for employees to focus on other strategic and client-focused initiatives.

Last night was intelliflo’s first time at the Wealthie awards and we’re excited to have won the 2022 WealthManagement.com Industry Award (‘Wealthie’) for Rebalancing for our RedBlack solution.

New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, today released results from our recently commissioned online survey conducted by The Harris Poll. More than 2,000 U.S. adults were surveyed around their attitudes related to their current financial situations and where professional help is needed.

intelliflo today announced that Scottsdale, Az.-based Fortitude Family Office has implemented RedBlack, its leading portfolio rebalancing and trading platform. RedBlack’s modern technology enables the newly launched breakaway family office to make the client experience as simple and convenient as possible.

intelliflo today announced that 20 financial advisory firms have selected RedBlack Cloud, the cloud edition of its leading portfolio rebalancing and trading platform introduced last summer. The sophisticated software-as-a-service (SaaS) solution delivers advanced, personalized rebalancing and robust order management at scale in a multi-custodian environment.