intelliflo redblack Wins 2024 WealthManagement.com Industry Award for Rebalancing

intelliflo redblack has won the WealthManagement.com Industry Award in the Rebalancing category for the second time. The annual WealthManagement.com Industry Awards (“The Wealthies”) has been recognizing the best companies, people and organizations that support financial advisor success for the past ten years. intelliflo was also named a finalist in the Digital Marketing Campaign of the Year category.

intelliflo redblack 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. More than 25% of the top 50 largest RIAs in the U.S. by AUM leverage intelliflo redblack, and there is over $700 billion in assets on the platform. intelliflo made over 70 enhancements, nearly 75% of which were directly inspired by customer feedback, over the past year alone.

"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,” said Nick Eatock, CEO at intelliflo. “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.”

Earlier this summer, intelliflo redblack launched an institutional-level compliance rules engine, allowing advisors of all sizes to effortlessly define and implement compliance rules tailored to each client, automating compliance checks during rebalancing and trading. The enhancement reduces risk and saves significant time for advisors.

More information about the awards program 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.