intelliflo

In today's often volatile #US market, maintaining a robust and well-allocated investment portfolio can be more essential than ever. Market fluctuations can quickly disrupt the optimal asset allocation, leading to increased risks and reduced returns. Continuous portfolio rebalancing is a critical practice that can help mitigate these issues, but it requires time and resources. This whitepaper is a must-read for advisors looking to help their clients succeed in today's market. Download now: https://okt.to/eL1Gou #RIAs

💡 What lies ahead for UK financial advisers? intelliflo's CEO Nick Eatock discusses the current important changes in technology, and how they will impact the way advisers operate and engage with their clients. #FinTech #FinancialAdvisers

We get it -- nobody likes change. However, there is a rising need for more advanced financial planning software among independent RIAs. The US landscape is evolving from trading to risk assessments, retirement tools, tax, data gathering, and note-taking. And intelliflo redblack can help you take your business to the next level. Book a demo today: https://okt.to/GOVQyZ #DigitalTransformation #WealthManagementTech #FinancialInnovation

Ready to supercharge your networking game? Don't miss out on Breakthru at the 2024 Future Proof Festival! Last year, the human-focused Breakthru program facilitated thousands of one-to-one meetings between attendees and vendors, creating many opportunities for meaningful collaboration. Once again, we’d love to connect with you to explore partnership opportunities, exchange ideas, and discover how our solutions can empower your advisory practice. Find out more about what’s in store this September: https://okt.to/SpEhVF #WealthManagement #FinTech #FutureProof

It’s official! BT is the latest partner to integrate with intelliflo in Australia. Aussie customers can now streamline their financial advice process via intelliflo office, whilst seamlessly accessing data feeds straight from BT Panorama. Discover more about intelliflo's ever-growing suite of functionality ➡️ https://okt.to/mbD8sH BT Academy #Integrations #APIs

We've done it again! Proud to announce that we've been awarded the 'Best back-office system 2024 for the 7th time from UK's Professional Paraplanner . We take our role of helping advice businesses become more effective and efficient to deliver more advice seriously and we know #paraplanners do too. Thank you for voting for us once again. Congratulations to all the nominees and winners 👏🏼 Find out more here ➡️ https://okt.to/3ZspLb #FinancialPlanning #Fintech

Our implementation process is designed to capitalize on opportunities to streamline workflows and increase efficiencies. intelliflo redblack's dedicated US implementation team will work with you to strategically determine the best configuration to support your firm now and in the future. We understand how critical it is to navigate each firm through our onboarding process; spending time with individual team members or teams ensures that each intelliflo redblack user feels confident in the solution and excited about their new workflows. Our commitment to your success doesn't stop there; we are with you every step of the way, from implementation through your firm's continued evolution and onward through expansion. https://okt.to/FBudDk #Implementation #Onboarding #WealthTech

What an awesome couple of days spent in Liverpool, UK at the NextGen Planners #elements24 conference. Kick-starting with a fantastic dinner and awards evening and then followed up with a jam-packed conference agenda, this event did not disappoint. Shout out to Paul Ravenscroft and Ryan Barnes who represented intelliflo on the stage. A huge congratulations to all the team NextGen Planners for another successful event. 👏

Not all advisory firms are the same, so why pay for services you don't need? That's why we've designed a suite of #outsourced solutions that you can customize to your exact requirements. With #US intelliflo, you have the flexibility to choose what works for you. Find out how you can: ✔️ Free up more time ✔️ Access experts ✔️ Gain flexibility Learn more: https://okt.to/MsOjB8 #FinancialPlanning #RIAs

“At intelliflo, we listen to our customers and then swiftly act. We are proud that nearly 75% of our enhancements added over the past year were inspired directly by customer feedback,” said Nick Eatock, CEO at intelliflo. “We are honored to be recognized by WealthManagement.com for the power of our leading rebalancing and trading platform, which enables advisors to streamline processes and optimize client outcomes. We also continue to be impressed with our marketing team for pushing boundaries and connecting with new customers.” Find out more about our two WealthManagement.com Industry Awards nominations, happening on September 5th in NYC. ⬇️