intelliflo redblack has been named a finalist for the WealthTech Provider of the Year by InvestmentNews for the second consecutive year. This annual awards program highlights outstanding professionals and firms in the wealth management industry.
The WealthTech Provider of the Year category acknowledges companies with a proven track record of success in providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients. After being named the 2024 WealthTech Provider of the Year, intelliflo redblack continues to stand out for its significant product innovation, strong advisor satisfaction and ongoing momentum.
“intelliflo is committed to providing innovative, intuitive and integrated solutions that enable advisors to save time, streamline processes and facilitate better, more personalized client experiences,” said Nick Eatock, CEO at intelliflo. “intelliflo redblack, our leading rebalancing and trading platform, is a prime example of this mission. Firms around the country are finding value and success with intelliflo redblack, leveraging the platform to efficiently and strategically grow. We are honored to be recognized by InvestmentNews for the second year in a row for the impact of our technology.”
Last year market notable growth and innovation for intelliflo redblack, with the introduction of 113 product enhancements, a 61% increase from the previous year. And, 70% of these enhancements were driven directly by customer feedback, highlighting intelliflo’s commitment to not just listen but respond swiftly. Enhancement highlights include advanced compliance rules engine, comprehensive tax enhancement suite, sophisticated tax-loss harvesting and precise wash sale detection capabilities.
“As the industry continues to face new challenges and complexities, InvestmentNews is proud to recognize those who continue to drive innovation, enable success and shape the future of financial advice,” said Jessica Duce, Project Director of InvestmentNews Awards. “WealthTech providers like intelliflo are a critical component of the ecosystem, providing advisors with the advanced tools needed to save time, boost efficiencies and keep pace with evolving client expectations."
Winners will be announced on June 24 in New York City. More information about the InvestmentNews Awards 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250429445417/en/
“intelliflo is committed to providing innovative, intuitive and integrated solutions that enable advisors to save time, streamline processes and facilitate better, more personalized client experiences.”
Contacts
Amber Bush
amber@williammills.com
