We power the
advisory experience

Our industry-leading solutions are comprehensive yet intuitive, and support you on every step of the advisory journey – empowering you to build your client relationships, grow your business and evolve for the future.

The new intelliflo

We have brought together the capabilities of five leading businesses to create a leader in technologies for financial advice.

Learn about the five businesses Our solutions Existing customer login

Jemstep is now part of intelliflo

Jemstep, the market-leading digital advice provider for financial service firms, is now part of intelliflo.

Jemstep legacy product logo

The streamlined wealth management system for financial advisors and home offices

Leading portfolio management solutions

RedBlack and Portfolio Pathway are now part of intelliflo, offering cutting-edge solutions that empower financial advisors to generate and manage investments on behalf of end-investors.

Portfolio Pathway legacy product logo

Your comprehensive reporting, billing and trading solution.

RedBlack legacy product logo
RedBlack, an intelliflo solution - logo

RedBlack’s powerful rebalancing and trading solution is now part of intelliflo.

Find out more about our solutions

Our solutions span the advisory lifecycle

From portfolio allocation to reporting and billing, our user-friendly software will support you through the entire advisory process.

Get in touch

intelliflo’s global team of over 500 dedicated professionals work together to help our customers grow.

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Why intelliflo?

Open and integrated

We take pride in providing open architecture solutions, the right integrations and proactively improving our offering to better serve you and your customers.

Intelligence in action

We draw on a wealth of expertise and knowledge, unmatched in the industry and use our insights to deliver intelligent tools, solutions and services.

Making the complex simple

We aim to create the most advanced solutions, paired with best-in-class user design and functionality to ensure a seamless experience.

Helping you grow

We match your pace with a continuous evolution of our tools and solutions to ensure you are always one step ahead of the competition.