Exciting news 📢
We’re bringing Portfolio Pathway together with market leaders RedBlack, Jemstep, Intelliflo and i4C to create a new leader in #financialadvice technologies under one global brand: intelliflo.
Follow us here @intellifloltd and click below.
Don't forget to follow @intellifloltd, where Portfolio Pathway has been brought together with four other #digitalwealth businesses all under one global brand – intelliflo. This is where you can find new updates going forward!
#PortfolioReporting should NOT be complicated. Our comprehensive, cloud-based #wealthplatform offers simplified, accessible tools to give you a competitive edge and dedicated, personal support.
View our short video ➡️ https://t.co/XIV7DI4IvP (1:32)
#wealthtech#advisortech
The future of advice will be big, including smaller #advisoryfirms. Of the roughly 39,000 total US #RIAfirms, 60% manage under $50 million in AUM.
Timothy Welsh of @NexusStrategy explains more about the opportunities ahead. ⬇️
https://t.co/kghAbqSeux
#financialadvisors
Got a solution for #feebilling & #revenuemanagement ?
We provide streamline the billing process and reduce the complexity of preparing, invoicing & collecting fees, all in one place.
View our video: (1:16) ➡️ https://t.co/GYbl33q5zX
#wealthplatform#wealthtech#advisortech