Solution introduction

Manage complex portfolios at scale

Your unique investment management approach requires technology that can adapt to your business

Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration.

For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers rebalancing and trading for registered investment advisors (RIAs) of all sizes including family offices. Firms that use intelliflo redblack offer greater value to their clients - at scale.

A single solution delivers comprehensive rebalancing and trading capabilities with portfolio monitoring, pre-trade and post-trade compliance, and order management. Our industry-leading capabilities enable advisors to achieve superior precision, enhanced personalization and valuable efficiencies. intelliflo redblack integrates seamlessly with any technology stack.

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