Solutions

Our technology helps you save time and cut costs, so you can focus on driving your business forward.

portfolio

A comprehensive suite of portfolio reporting, billing and trading capabilities

intelliflo portfolio eases the workload of portfolio management and improves the client experience, helping you grow your business.

office

A streamlined wealth management system tailor-made for financial advisors and home offices

Whatever the size of your firm, intelliflo office works to deliver digitized advice that’s future-fit for your clients

Best in class investment management solutions

Dynamic, adaptable, and scalable, RedBlack’s intuitive software makes the complex simple, helping your business achieve growth and build value.

Not enough time for clients & prospects?

Too many manual, inefficient middle and back office processes? Learn more about our customizable, outsourced managed account solutions.


intelliflo Advisers Inc., (the legal entity we operate under and formerly known as Jemstep, Inc.) has been an SEC-registered RIA since 2008.

assist

A configurable suite of outsourced middle and back office services

intelliflo assist offers experienced professionals and industry-leading technology to provide a tailored middle and back office solution.

managed

intelliflo assist PLUS a robust suite of investment management services

With intelliflo managed, our experienced team can help you construct and implementyour own models as well as over 150 others from leading managers and strategists.

Our range of cutting-edge solutions supports

over 30,000

financial professionals worldwide.