intelliflo redblack Recognized as Best Financial Advisory Platform by FinTech Breakthrough

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.

intelliflo redblack offers comprehensive capabilities within a single multi-custodial platform, including portfolio monitoring, tax-loss harvesting and order management for financial advisory firms of all sizes. Firms leveraging intelliflo redblack save hundreds of hours per year, allowing advisors to focus more time and resources on strategic client- and business-focused goals. As one of the few standalone rebalancing and trading solutions in the market, intelliflo redblack continues to offer dedicated resources and optimized features, solidifying its position as a leader in the industry.

“intelliflo stood out because of its innovative approach, robust technology and commitment to customer success,” said Steve Johansson, Managing Director, FinTech Breakthrough. “With its open architecture, intelliflo is driving flexibility, efficiency, and personalization across financial advice, empowering organizations with digital solutions to better serve today’s modern advisors and their clients. That makes intelliflo our choice for ‘Best Financial Advisory Platform.’”

intelliflo redblack has experienced significant momentum in recent years, with the platform now managing over $730 billion in AUM. A significant driver of this success is the company’s commitment to customer-inspired innovation; 90% of intelliflo’s global roadmap planning comes from customer feedback, ensuring solutions directly address the needs of financial advisors.

“intelliflo redblack continues to earn industry recognition because of its sophisticated technology, customer-focused innovation and proven track record of success,” said Nick Eatock, CEO of intelliflo. “We are proud to be recognized by Fintech Breakthrough for our success in empowering advisors with leading technology, ultimately helping them to more effectively serve a wider range of clients and future-proof their organizations.”