Audience
Investment Management solution for companies
About intelliflo portfolio
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. Support performance reporting, composites and analytics from a single solution. Portfolio reporting including performance, composites and analytics. Integrate seamlessly with current systems to reduce complexity and costs. Our open architecture lets you select and seamlessly integrate the tools your business needs. Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps. Portfolio reporting including performance, composites and analytics. Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs.
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Modules Include:
General Ledger
Partnership Accounting
Portfolio Accounting
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Client/Investor Portal
Performance Measurement
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Data Aggregation
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Integrations
Company Information
intelliflo
Founded: 2007
United States
www.portfoliopathway.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
intelliflo portfolio Frequently Asked Questions
intelliflo portfolio Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Client Management
Commodities
Fund Management
Payroll & Commissions
Risk Management
