intelliflo portfolio
Category
Portfolio Management
Country
United States of America
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. The company uses open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help their customers thrive and grow. The solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across intelliflo’s platforms.
