intelliflo redblack Named WealthTech Provider of the Year by InvestmentNews
2024年7月2日 - 10:00PM
ビジネスワイヤ(英語)
intelliflo redblack has been named WealthTech Provider of the
Year in the InvestmentNews Awards, an awards program that
recognizes the success of individuals and organizations who drive
the industry forward. The awards gala took place on June 20 in New
York City.
intelliflo redblack was selected as WealthTech Provider of the
Year because of its sophisticated technology, dedication to advisor
success and strong growth and momentum. The platform 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.
"The financial advisory landscape continues to grow increasingly
crowded and complex, with firms being challenged to work more
efficiently while hyper personalizing client experiences,” said
Nick Eatock, CEO at intelliflo. “intelliflo redblack empowers
advisors with the technology necessary to meet these goals, saving
time while enabling tailored client interactions at scale. We are
honored to be recognized by InvestmentNews for the impact of our
technology and how it helps advisors reach and serve more
people.”
intelliflo continually invests in the rebalancing and trading
platform with clients in mind; in fact, over 75 enhancements were
made to intelliflo redblack over the past year, with nearly 75%
being customer-inspired. This dedication to growth and client
service has led to additional acknowledgements. For example,
intelliflo also was recently named to the WealthTech 100, and
intelliflo redblack is a finalist for a WealthManagement.com
Industry Award for Rebalancing.
“Our inaugural awards program highlights the individuals and
organizations that have helped advisors better serve their clients,
drive innovation and elevate the industry as a whole,” said Jessica
Duce, Project Director at InvestmentNews/Key Media. “We are pleased
to honor intelliflo as the WealthTech Provider of the Year because
of its advanced architecture, ability to effectively scale and
proven track record of success.”
More information about the InvestmentNews Awards 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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240702215643/en/
Amber Bush amber@williammills.com 706.248.6272