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Digital Digest: The Latest Tech News – Fortitude Family Office, Intelliflo

Editorial Staff

30 June 2022

Fortitude Family Office, Intelliflo
Fortitude Family Office, an organization based in Scottsdale, Arizona, has implemented RedBlack, the portfolio rebalancing and trading platform. 

RedBlack is part of Intelliflo, a technology firm working with advisors.

“Fortitude Family Office recognized the need to deliver comprehensive financial advisory services to clients across its communities, and it has already experienced impressive growth in just six months,” Jennifer Valdez, president, Americas for Intelliflo, said. “Our modern rebalancing, trading and order management technology has helped Fortitude manage portfolios more effectively, allowing advisors to spend less time on tedious manual tasks and instead focus on high-value activities for their clients.”

Intelliflo’s solutions support more than 30,000 financial advisors worldwide, representing more than three million end-investors, with over $1 trillion serviced across Intelliflo’s platforms.