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intelliflo portfolio is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs. It is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
intelliflo portfolio Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
intelliflo portfolio Reviews
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