compliance rules - FinTecBuzz

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intelliflo redblack wins 2024 WealthManagement.com Award for Rebalancing

Compliance & Scoring

intelliflo redblack wins 2024 WealthManagement.com Award for Rebalancing

September 10, 20243 min

intelliflo redblack has won the WealthManagement.com Industry Award in the Rebalancing category for the second time. The annual WealthManagement.com Industry Awards (“The Wealthies”) has been recognizing the best companies, people and organizations that support financial advisor success for the past ten years. intelliflo was also named a finalist in the Digital Marketing Campaign of the Year category. intelliflo redblack offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all...

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intelliflo redblack Transforms Compliance for RIAs of All Sizes

Compliance & Scoring

intelliflo redblack Transforms Compliance for RIAs of All Sizes

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intelliflo advances rebalancing and trading with institutional-level compliance rules engine to support RIAs of all sizes

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