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TECHNOLOGY PROVIDERS Rebalancing
INTELLIFLO
intelliflo redblack
Smart advisors need flexible technology to succeed in today’s digital-first environment. It’s table stakes because the efficiencies and better customer experience help advisors grow their business in this fast-moving market. Yet according to Cerulli, more than half of advisors report receiving inadequate technology resources and training, leaving many helpful features in the dust. Unsurprisingly, the cloud version of intelliflo redblack is disrupting the rebalancing and trading market with its flexibility and user-friendly
design, allowing advisors of any size to access essential data and functionality from anywhere. With 61 enhancements last year and the reduced onboarding time and resources required, more advisors have access to technology than before, helping expand access to financial advice.
intelliflo powers the advisory experience. With over 20 years of experience and expertise in this industry, we bring together leading providers in the financial services sector to provide award-winning solutions for our customers across the world. Our intuitive solutions include practice management, financial planning, portfolio management, digital advisory and managed services. Our broad range of capabilities supports over 30,000 advisors representing 3 million end investors, with $1 trillion assets served across our platforms. While we operate independently from our parent firm, Invesco, we draw on Invesco’s global strengths to power the entire advisory lifecycle for firms spanning the U.K., Australia and the United States.
www.intelliflo.com
229 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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