intelliflo redblack Delivers 110+ Customer-Driven Rebalancing and Trading Product Enhancements to Improve Advisor Efficiencies and Client Outcomes

Amber Bush
amber@williammills.com
706.248.6272

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.

These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend less time on tedious manual processes and more time offering personalized client service. The automation and streamlined processes offered by intelliflo redblack have also led to a reduction in human errors and boosted compliance efforts for RIAs of all sizes, enabling them to more effectively grow.

Nick Eatock, CEO of intelliflo, said, “It has been a tremendous year for intelliflo as we continued to closely collaborate with customers, delivering the features and functionality that solve everyday challenges for RIAs. As a result, our customers have reported an increase in efficiencies, better client experiences and more seamless scale."

“As evolving client expectations, tight margins and the movement of wealth continue to create both challenges and opportunities for advisors, we are proud to be there for and work hand-in-hand with our customers, providing them with technology that helps them personalize interactions and better serve more people, expanding access to financial advice,” he added.

Because of intelliflo’s modern technology, dedication to customer-inspired change and leading service and support, intelliflo redblack continued to gain traction among advisors. RIAs of all sizes selected and onboarded intelliflo redblack this year, bringing the platform’s total AUM to over $730 billion.

intelliflo’s commitment to innovation and the success of financial advisors has been recognized in the industry. intelliflo was named to the WealthTech 100, an annual list of the world’s most innovative wealthtechs; received a WealthManagement.com (Wealthies) Award for rebalancing and trading; and was named Wealthtech Provider of the Year by InvestmentNews.

About intelliflo

intelliflo widens access to financial advice through technology that powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape, helping advisors compete and grow. Our solutions support more than 30,000 financial advisors worldwide, representing over three million clients, with more than $1 trillion under advice across our platforms.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241212740925/en/

.@intellifloLtd redblack delivers over 110 customer-driven rebalancing and trading product enhancements to improve advisor efficiencies and client outcomes #wealthtech