managed

Turnkey outsourced services to accelerate your growth.

We know you. You have vision. You possess entrepreneurial spirit. And you’ve invested countless hours in building your business.

So what’s standing in the way of future growth? We know that, too. Too much time and energy sunk into managing manual processes and inefficient workflows -- wasted time that could be spent building deeper relationships with clients and prospects.

That’s why we created intelliflo managed: to help you maximize the potential benefits of a fully outsourced middle and back office, including construction & implementation of your own models as well as over 150 others from leading managers & strategists.

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

Or call us

800 607 3340

Bespoke service

No automated phone lines, no impersonal call centers – just a dedicated support team to help you succeed.

More time

We handle those lower-value middle and back office functions. You spend more time on the client-facing activities that matter most.

Deep expertise

With years of supporting RIAs just like you, our team can help you navigate the many complexities of running your business.

Cost & efficiency

Hire more people? Buy more technology? Outsourcing can often be a more efficient and less costly solution.

Robust investment management

Access 150+ models from leading asset managers and strategists.

intelliflo managed at-a-glance

Start with all the services available via intelliflo assist:

  • Investment proposals
  • Goal planning
  • Risk tolerance & solution mapping
  • Fully digital onboarding
  • Multi-custodian access & management
  • Client money movement
  • Billing & fee management
  • Client invoicing
  • Portfolio accounting & reporting
  • Client, advisor & home office dashboards

Then add a suite of investment management services including:

  • Model & platform management
  • Pre- and post-trade compliance
  • Daily monitoring
  • Portfolio rebalancing
  • Tax efficiency capabilities
  • Overlay management
managed

All delivered on top of intelliflo’s turnkey technology platform

How are we able to offer and scale these services with such a highly-personalized touch? We utilize intelliflo’s technology platform which powers the advisory experience globally for over:

  • 2,500 firms
  • 30,000 advisors
  • 3 million end investors
  • Over $1 trillion in assets*
*as of 3/31/2021

intelliflo services overview brochure

intelliflo managed fact sheet

intelliflo managed vs intelliflo assist: detailed feature comparison

Or call us

800 607 3340