intelliflo redblack was selected as WealthTech Provider of the Year because of its sophisticated technology, dedication to advisor success and strong growth and momentum. The platform offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.
"The financial advisory landscape continues to grow increasingly crowded and complex, with firms being challenged to work more efficiently while hyper personalizing client experiences,” said Nick Eatock, CEO at intelliflo.
“intelliflo redblack empowers advisors with the technology necessary to meet these goals, saving time while enabling tailored client interactions at scale. We are honored to be recognized by InvestmentNews for the impact of our technology and how it helps advisors reach and serve more people.”
intelliflo continually invests in the rebalancing and trading platform with clients in mind; in fact, over 75 enhancements were made to intelliflo redblack over the past year, with nearly 75% being customer-inspired. This dedication to growth and client service has led to additional acknowledgements. For example, intelliflo also was recently named to the WealthManagement.com Industry Award for Rebalancing.
