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intelliflo redblack Named WealthTech Provider of the Year by InvestmentNews

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 f...

Business Wire

ATLANTA: 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 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 WealthTech 100, and intelliflo redblack is a finalist for a WealthManagement.com Industry Award for Rebalancing.

“Our inaugural awards program highlights the individuals and organizations that have helped advisors better serve their clients, drive innovation and elevate the industry as a whole,” said Jessica Duce, Project Director at InvestmentNews/Key Media. “We are pleased to honor intelliflo as the WealthTech Provider of the Year because of its advanced architecture, ability to effectively scale and proven track record of success.”

More information about the InvestmentNews Awards and the full list of winners can be found here.

About intelliflo

intelliflo widens access to financial advice through leading technology powering the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion serviced across our platforms.

Fonte: Business Wire

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