Name: intelliflo RedBlack
Author: intelliflo

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Help Authoring

No-Code Development

Software Configuration Management

Development

Admissions and Enrollment

Education

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Enterprise

Accounting

Accounting and Tax Services

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Application Delivery Controllers (ADC)

Build Automation

Cloud Storage

Database Management

Digital Experience Monitoring (DEM)

Disaster Recovery

Disk Cloning

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Low-Code Development

Network Performance Monitoring

Object Storage

Server Virtualization

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Contact Center

Content Management

Cross-Channel Campaign Management

Customer Data

Email Marketing

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Sales

API Security

Security Orchestration, Automation and Response (SOAR)

Security

Catering

Computer-Aided Manufacturing (CAM)

Fleet Maintenance

Hotel Management

Insurance Underwriting and Rating

Interior Design

Last Mile Delivery

Lease Management

Legal Case Management

Moving Software

Plagiarism Checker

Public Transportation

Retail Management

Vertical-Specific

small

eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.

eMoney Advisor

Investment Portfolio Management

medium

Active Trader Pro is Fidelity's customizable trading platform for the  desktop and  optimized for online trading technology. The solution offers real-time insights, visual snapshots to monitor investments, and trading tools.

Fidelity Active Trader Pro

Fidelity Investments (FMR LLC)

The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.

Charles River IMS

State Street

large

Experian's Account and Portfolio Management solution leverages data, analytics, models and attributes to maintain portfolio stability and drive account profitability.

Experian Account & Portfolio Management

Experian

Morningstar Advisor Workstation

Likelihood to Recommend

Morningstar

Envestnet MoneyGuide

Envestnet

Altvia AIM (Alternative Investment Management)

Altvia

AppFolio Investment Manager

AppFolio Inc.

Envestnet Platform

intelliflo Redblack software supports rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices. The solution delivers rebalancing and trading capabilities with portfolio monitoring, pre-trade and post-trade compliance, and order management. Its capabilities help drive advisors' precision, personalization, and efficiency.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

Investor Relations

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital