Intelliflo Redblack Triumphs at 2024 Wealth Management Awards

Intelliflo Redblack Celebrates Major Award Recognition

Intelliflo redblack has made headlines by winning the 2024 WealthManagement.com Industry Award in the highly competitive Rebalancing category. This marks a significant achievement for the company, as it showcases their innovative solutions catered to financial advisors. For over a decade, the annual WealthManagement.com Awards, known as 'The Wealthies,' have honored the top companies and individuals contributing to the success of financial advisors.

Outstanding Features of Intelliflo Redblack

Intelliflo redblack is renowned for its comprehensive rebalancing and trading capabilities. This includes advanced portfolio monitoring, as well as pre-trade and post-trade compliance and order management offered in a single multi-custodial solution. Impressively, more than 25% of the largest registered investment advisors (RIAs) in the U.S. by assets under management (AUM) utilize Intelliflo redblack, managing over $700 billion in assets on its platform.

Listening to Customer Needs

Over the past year, Intelliflo has implemented more than 70 enhancements to its platform, with nearly 75% of these improvements directly inspired by customer feedback. This approach underscores the company’s commitment to providing the best tools for financial advisors to enhance their operations.

CEO Shares Insights

Nick Eatock, CEO of Intelliflo, expressed his pride regarding the award, stating, "Intelliflo redblack is the rebalancing and trading solution of choice because of our modern, sophisticated technology; deep industry expertise; and our willingness to listen to our customers and then act. We are proud that Intelliflo redblack has again been acknowledged by the esteemed WealthManagement.com Awards, and we look forward to continuing to provide advisors with the technology necessary to boost efficiencies and more effectively serve a greater number of clients."

New Enhancements for Enhanced Compliance

This summer, Intelliflo redblack took a significant step forward by launching an institutional-level compliance rules engine. This innovative tool empowers advisors of any size to effortlessly define and implement compliance rules tailored to each client, greatly automating compliance checks during rebalancing and trading. This enhancement not only reduces risk but also saves valuable time for advisors, allowing them to focus more on client relationships.

About Intelliflo

Intelliflo is committed to widening access to financial advice through cutting-edge technology that elevates the financial advisory experience. By leveraging open software architectures alongside unmatched industry experience, Intelliflo simplifies a complex digital landscape, empowering advisors to compete and grow. The company's solutions support over 30,000 financial advisors globally, representing over three million end-investors with an impressive $1 trillion serviced across its platforms.

Frequently Asked Questions

What kind of award did Intelliflo redblack win?

Intelliflo redblack won the WealthManagement.com Industry Award in the Rebalancing category for 2024.

What features does Intelliflo redblack offer?

It provides comprehensive rebalancing and trading capabilities, including portfolio monitoring and compliance management.

How does Intelliflo redblack incorporate customer feedback?

Intelliflo has made over 70 enhancements to its platform, nearly 75% of which were driven by customer feedback.

What is the significance of the compliance rules engine?

This engine helps advisors implement tailored compliance rules, automating checks during rebalancing, which reduces risk and saves time.

How many advisors use Intelliflo's solutions?

Intelliflo supports over 30,000 financial advisors worldwide and manages over $1 trillion across its platforms.

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