intelliflo’s mission is to widen access to financial advice. The company provides a platform to better manage the end-to-end advisory experience, providing leading tools and creating more time for advisors of all sizes to deepen their client relationships. The platform’s scalable, API-driven architecture drives new levels of flexibility, efficiency and personalization within financial advice, including financial planning, practice management, digital account opening, reporting, indexing, trading and rebalancing portfolios intelliflo is empowering organizations of all sizes with intuitive digital tools to better serve modern investors, helping them improve their overall financial health and plan for the future. intelliflo supports over 30,000 financial advisors worldwide across 2,500 companies, representing more than three million end-investors and over $1 trillion in assets serviced.
Cloud-based Multi-custodian Rebalancing and Trading Solution
RedBlack released the Cloud Edition of its market-leading portfolio rebalancing, trading and order management platform, used by more than 150 advisory firms to manage over $300 billion in AUM. Meeting the growing need for low-impact and easier-to-use cloud-based solutions, RedBlack Cloud extends firms’ ability to make rebalancing, trading and order management more personalized, precise, efficient and scalable in a multi-custodian environment. RedBlack Cloud provides more growth-driven firms with enhanced business continuity and choice in delivery model while enabling existing RedBlack desktop users to reduce their cost of ownership. This initial cloud expansion provides a majority of RedBlack’s original desktop version capabilities, workflows and integrations with the flexibility to account for future change firms may experience as they grow organically or through mergers and acquisitions.
As CMO at intelliflo, Christina leads branding; digital, modern and partnership marketing; internal communications; media relations and consumer experience strategies, globally. She also oversees culture and DEI strategies. Over the past 18 months, Christina led intelliflo’s successful global brand launch. Last March, five digital wealth companies owned by Invesco were combined under the intelliflo brand, with the new firm offering financial advisers a holistic digital platform. Christina led the viability of the project from a brand, market proposition and cultural perspective, then launched in the UK, U.S. and Australia. Christina led a seamless cultural transition, uniting previously siloed colleagues and departments from the five legacy businesses, and created a new global marketing function that has helped drive revenue and future-proof the business.