Tag : intelliflo

intelliflo redblack Delivers 110+ Customer-Driven Rebalancing and Trading Product Enhancements to Improve Advisor Efficiencies and Client Outcomes
Cloud Finance Fintech News Trading

intelliflo redblack Delivers 110+ Customer-Driven Rebalancing and Trading Product Enhancements to Improve Advisor Efficiencies and Client Outcomes

Business Wire
by Business Wire0
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
by Fintech News Desk0
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
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