intelliflo redblack

Product Description

About this Product

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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

About intelliflo

intelliflo provides advisors with technology to help them serve clients better. They offer a broad range of capabilities, including portfolio management, rebalancing and trading, and managed services. intelliflo has been in the business for 20 years and serves advisors across the globe. Although independent from their parent firm, Invesco, they leverage Invesco's global strengths to widen access to financial advice.

Product Details

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Category

Trading & Rebalancing
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Integration Capabilities

Trading Integration
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Serving RIAs Since

2007
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.