ATLANTA, May 4, 2021 /PRNewswire/ -- Many financial
advisors realize they are spending too much time on lower-value
operational activities, and at the same time are being
under-serviced by their technology vendors and outsourcing
providers. To solve that problem, intelliflo, a global leader in
financial advice technology, announced the availability of two new
outsourced middle and back office solutions for RIAs and
independent financial advisors.
intelliflo assist and intelliflo managed are
designed to help accelerate advisors' business growth by creating
more time to spend on the client-facing activities that matter
most. Both configurable solutions allow RIAs to outsource some or
all of their middle and back offices: those areas of the business
where many manual, inefficient and lower-value workflows can waste
time and drain productivity.
Both solutions are delivered on top of intelliflo's turnkey
technology platform. intelliflo – the collection of five leading
technology firms brought together in March
2021 – powers the financial advisory experience for
over 2,500 advisory firms globally.
"RIAs and independent advisors possess a unique vision and
entrepreneurial spirit. All too often, that passion goes unrewarded
thanks to the technology and service providers that consciously
under-service them," says Jennifer
Valdez, president, Americas for intelliflo. "Our outsourced
solutions are provided with exceptional service by deeply
experienced professionals who have one goal in mind: helping the
advisor grow and succeed."
intelliflo assist is a suite of configurable
outsourced services that includes:
- Investment proposals
- Goal planning
- Risk tolerance and solution mapping
- Fully digital onboarding
- Custodian access and management
- Client money movement
- Billing and fee management
- Client invoicing
- Portfolio accounting and reporting
- Client, advisor and home office dashboards
intelliflo managed is a comprehensive solution that
includes all intelliflo assist services plus outsourced investment
management services:
- Model and platform management
- Pre- and post-trade compliance
- Daily monitoring
- Portfolio rebalancing
- Tax efficiency capabilities*
- Overlay management
"Our goal is to provide advisors with a few primary
differentiators when compared to TAMPs and other providers: elite
service, more time and deep expertise – all in a configurable,
cost-effective package," says Clifford
Schoeman, head of portfolio services for intelliflo.
"Personalized outsourced services delivered on top of a
best-in-class tech stack shouldn't be such an elusive solution for
RIAs."
For more information about intelliflo assist and intelliflo
managed, please call 800-607-3340, visit intelliflo.com/us or email
sales@intellifloadvisers.com.
* intelliflo does not provide tax advice. Investors should
always consult their own legal or tax professional for information
concerning their individual situation.
Intelliflo Advisers Inc., (the legal entity we operate under and
formerly known as Jemstep, Inc.) has been an SEC registered RIA
since 2008.
About intelliflo
intelliflo widens access to financial
advice through leading technology which powers 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 advised across our platforms as of Q1
2021.