intelliflo announced that their award-winning portfolio rebalancing and trading platform, intelliflo redblack, will now include an institutional-level compliance rules engine. This cutting-edge tool – typically reserved for institutional clients – marks a paradigm shift in how RIAs of all sizes can boost efficiencies, manage compliance and better serve clients.
intelliflo redblack customers can now effortlessly define and implement compliance rules tailored to each client, automating compliance checks during rebalancing and trading. No more hours lost to time-consuming manual compliance verification. With intelliflo redblack, advisors can now focus on what matters most – serving their clients and growing their businesses – while also gaining complete confidence that client mandates are not accidentally violated.
“Our mission at intelliflo has always been to empower advisors with the tools they need to succeed,” says Jennifer Valdez, President, Americas for intelliflo. “With intelliflo redblack’s compliance rules engine, we’re taking that mission to the next level. We’re giving RIAs all sizes the power to efficiently implement compliance like never before, reducing risk, saving time, and ultimately driving success.”
“Manually customizing compliance rules across individual clients is a time-consuming, tedious task for advisors,” said Alois Pirker, Founder and CEO of Pirker Partners. “intelliflo redblack’s new compliance rules engine allows RIAs to effectively apply personalized compliance rules without having to spend dozens of hours ensuring trades adhere to complex custom rules for each portfolio. This is functionality that has previously only been available at the institutional level, but now is accessible to all investment advisors.”
intelliflo redblack has been on a journey of continuous innovation. Over the last year, intelliflo redblack has also introduced advanced tax management capabilities, cash and wash sale management options and a complete overhaul of the order management system. Over 25% of the top 50 largest RIAs in the U.S. by AUM currently leverage intelliflo redblack.
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.
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