Intelliflo Redblack is an award-winning platform that empowers wealth managers to manage complex portfolios at scale. With a focus on personalization and efficiency, it offers tailored models, tactical rebalancing, and tax-loss harvesting to help clients achieve their goals. The platform also provides compliance protection and seamless growth, making it a comprehensive solution for registered investment advisors of all sizes.
Intelliflo Managed, on the other hand, offers a fully outsourced service that includes investment management for RIAs in the US. With configurable options and a focus on reducing operational costs, it provides a rapid ROI and improved performance and efficiencies. Both platforms integrate seamlessly with any tech stack, ensuring a seamless and agile market response for wealth managers.
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