Intelliflo RedBlack Awarded WealthTech Provider of the Year by InvestmentNews

Intelliflo RedBlack has been honored as WealthTech Provider of the Year at the InvestmentNews Awards, recognizing standout achievements in the industry. The awards ceremony took place on June 20 in New York City.

Intelliflo RedBlack earned this accolade due to its advanced technology, commitment to advisor success, and significant growth. The platform offers robust rebalancing and trading capabilities, encompassing portfolio monitoring, pre-trade and post-trade compliance, and order management, all within a unified multi-custodial solution.

Nick Eatock, CEO at Intelliflo, commented, “The financial advisory landscape is increasingly complex, demanding efficiency and personalized client experiences. Intelliflo RedBlack equips advisors with the technology to achieve these goals, saving time and enabling scalable, tailored client interactions. We are grateful for InvestmentNews’ recognition of our technology’s impact in helping advisors reach and serve more clients.”

Intelliflo continuously enhances its rebalancing and trading platform with a strong client focus, implementing over 75 enhancements to Intelliflo RedBlack in the past year, with nearly 75% driven by customer feedback. This dedication to innovation and client service has also garnered recognition, including being named to the WealthTech 100 and earning finalist status for a Industry Award in Rebalancing.

Jessica Duce, Project Director at InvestmentNews/Key Media, remarked, “Our inaugural awards program celebrates individuals and organizations that enhance advisor-client relationships, foster innovation, and elevate the industry. We are pleased to honor Intelliflo as WealthTech Provider of the Year for its advanced technology architecture, scalability, and proven success.”

For more details about the InvestmentNews Awards and a complete list of winners, please visit the official announcement here.

About Intelliflo: Intelliflo broadens access to financial advice through leading-edge technology that powers the financial advisory experience. Leveraging open software architectures and extensive industry expertise, Intelliflo simplifies the digital landscape, empowering advisors to compete and grow. Their solutions support over 30,000 financial advisors globally, serving more than three million end-investors and managing over $1 trillion across their platforms.

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