michael.pendergrass
Acronym
intelliflo
Product ID
intelliflo_redblack
Description

inteliflo redblack is a rebalancing, trading & order management system.

Images
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Details
  • This is the main dashboard view of the intelliflo redblack solution. Our dashboard is customizable by the user. Users can quickly and easily identify drift at the account or household level.
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Features

inteliflo redblack is a rebalancing, trading & order management system:

• Empowers advisors to rebalance at scale quickly
• Remains one of the only standalone rebalancing & trading solutions
• Integrates with 50+ existing technology providers

Vendors
intelliflo
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Trading & Rebalancing
Solution
Daily Data Files
Trading Integration
Ad Hoc Tags
DoubleClick Tags

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