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Eton Advisors Enhances Rebalancing and Trading With Intelliflo Redblack
May 14 2025
intelliflo today announced that Eton Advisors has successfully launched the cloud-based version of intelliflo redblack for rebalancing and trading, saving time, boosting efficiencies and improving their ability to implement customized solutions for clients.
intelliflo redblack Recognized as Best Financial Advisory Platform by FinTech Breakthrough
March 20 2025
intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform in the 9th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market today.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
Alpha Capital Family Office Successfully Launches intelliflo redblack to Support Ongoing Momentum
February 6 2025
intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo […]
intelliflo redblack Enhancements Empower Advisors with Greater Control of their Data
September 11 2023
The ability to effectively leverage data to make critical business decisions has become increasingly important […]
Intelliflo’s Integration With Twenty7tec’s SOURCE Now Available to All Users
November 21 2022
intelliflo, and Twenty7tec have signed a new deal to allow users of intelliflo office to access […]
Fintech
intelliflo redblack Recognized as Best Financial Advisory Platform by FinTech Breakthrough
March 20 2025
intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform in the 9th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market today.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
February 26 2025
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
intelliflo redblack Enhancements Empower Advisors with Greater Control of their Data
September 11 2023
The ability to effectively leverage data to make critical business decisions has become increasingly important […]
Intelliflo’s Integration With Twenty7tec’s SOURCE Now Available to All Users
November 21 2022
intelliflo, and Twenty7tec have signed a new deal to allow users of intelliflo office to access […]