intelliflo has introduced new wash sale detection capabilities to its redblack platform, aimed at helping financial advisors manage compliance with IRS rules while optimizing tax-sensitive rebalancing ...

intelliflo's redblack platform has quickly become a vital tool for many RIAs looking to manage their portfolios. Jennifer Valdez, president of Americas at intelliflo, a fintech company for RIAs, says ...

Intelliflo has launched an integration which will allow advisers to use and switch platforms within its system. The Wealthlink service is currently being trialled with a group of advice firms and will ...

Integration between back office systems and investment platforms is not a new concept, but ‘deep integration’ is a term that is perhaps less familiar. While platforms commonly integrate with back ...