What is intelliflo portfolio?

Your clients hold a wide range of investments spread across various financial institutions, which requires you to adeptly manage and interpret this intricate landscape to provide insightful and informed guidance. It is crucial to utilize a consolidated platform for performance reporting, composites, and analytics, ensuring that portfolio reporting is both streamlined and comprehensive, covering essential performance metrics, composite information, and analytical insights. By seamlessly integrating with your current systems, you can significantly reduce the complexity and costs tied to using multiple platforms. Our open architecture allows you the freedom to select and integrate the specific tools that are vital for achieving your business objectives. Furthermore, our Open API (Application Programming Interface) grants secure access to the intelliflo portfolio, enabling financial advisory firms and various third-party providers to effortlessly incorporate a range of applications that enhance service offerings. In addition to thorough portfolio reporting, our solution features tax-aware rebalancing capabilities and multi-custodian trading options for Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs), which ultimately enrich your service offerings and boost client satisfaction. This comprehensive approach not only simplifies your workflow but also equips you to deliver outstanding value to your clients while adapting to their evolving needs seamlessly. By embracing these innovations, you can stay ahead in a competitive market and provide tailored solutions that align with your clients' goals.

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Company Facts

Company Name:
intelliflo
Date Founded:
2007
Company Location:
United States
Company Website:
www.portfoliopathway.com

Product Details

Deployment
SaaS
Training Options
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

intelliflo portfolio Categories and Features

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management