ATLANTA--(BUSINESS WIRE)--intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform in the 9th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market today.
intelliflo redblack offers comprehensive capabilities within a single multi-custodial platform, including portfolio monitoring, tax-loss harvesting and order management for financial advisory firms of all sizes. Firms leveraging intelliflo redblack save hundreds of hours per year, allowing advisors to focus more time and resources on strategic client- and business-focused goals. As one of the few standalone rebalancing and trading solutions in the market, intelliflo redblack continues to offer dedicated resources and optimized features, solidifying its position as a leader in the industry.
“intelliflo stood out because of its innovative approach, robust technology and commitment to customer success,” said Steve Johansson, Managing Director, FinTech Breakthrough. “With its open architecture, intelliflo is driving flexibility, efficiency, and personalization across financial advice, empowering organizations with digital solutions to better serve today’s modern advisors and their clients. That makes intelliflo our choice for ‘Best Financial Advisory Platform.’”
intelliflo redblack has experienced significant momentum in recent years, with the platform now managing over $730 billion in AUM. A significant driver of this success is the company’s commitment to customer-inspired innovation; 90% of intelliflo’s global roadmap planning comes from customer feedback, ensuring solutions directly address the needs of financial advisors.
“intelliflo redblack continues to earn industry recognition because of its sophisticated technology, customer-focused innovation and proven track record of success,” said Nick Eatock, CEO of intelliflo. “We are proud to be recognized by Fintech Breakthrough for our success in empowering advisors with leading technology, ultimately helping them to more effectively serve a wider range of clients and future-proof their organizations.”
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.
About FinTech Breakthrough
Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring breakthrough innovation in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the standout achievements of FinTech companies and products in categories that include Payments, Personal Finance, Cryptocurrency, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit FinTechBreakthrough.com.
Tech Breakthrough LLC does not endorse any vendor, product or service depicted in our recognition programs, and does not advise technology users to select only those vendors with award designations. Tech Breakthrough LLC recognition consists of the opinions of the Tech Breakthrough LLC organization and should not be construed as statements of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.
Contacts
Amber Bush
amber@williammills.com
678.671.7219