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Atlanta, April 3, 2024–(BUSINESS WIRE)–Intelliflo has been named to FinTech Global’s Wealthtech 100 list, an annual ranking of the world’s most innovative wealthtech companies. intelliflo is known for its robust API-based financial advisory platform that allows advisors to personalize and digitize financial advice at scale.
intelliflo helps financial advisors simplify their complex digital environment, enabling them to grow and compete. The company’s technology supports more than 30,000 advisors representing more than 3 million end investors around the world, and across its platforms more than $1 trillion in services are provided. Masu. The intelliflo platform encompasses a wide range of functionality, from financial planning to business management, digital account opening, reporting, indexing, trading, and portfolio rebalancing.
Nick Eatock, CEO of intelliflo, said: “As the financial advice market continues to become more crowded and complex, the role of technology becomes even more important. “It drives flexibility, efficiency, and personalization to empower organizations.” ”
“The financial advisory sector is facing significant change as customer preferences evolve and advisors need to rethink their approach,” said Richard Thatcher, director at FinTech Global. “intelliflo and other leaders featured in the 2024 WealthTech100 ranking understand these challenges and are delivering advanced technology that effectively adapts to the evolving landscape and supports the success of financial advisors. I am.”
The WealthTech100 list highlights industry leaders in technological innovations that are likely to have a lasting impact. More information about the award and the complete list of WealthTech 100 companies can be found here.
About IntelliFlo
intelliflo expands access to financial advice through cutting-edge technology that enhances the financial advice experience. We combine open software architecture and unparalleled industry experience to simplify complex digital environments and help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide representing over 3 million end investors, with over $1 trillion in services provided across our platforms. Masu.
View source version on businesswire.com. https://www.businesswire.com/news/home/20240403436681/ja/
contact address
amber bush
amber@williammils.com
706.248.6272
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