intelliflo secures its position on Fintech Global's prestigious WealthTech100 list for its innovative API-based financial advisory platform, recognized for its scalability and personalization capabilities. Serving over 30,000 advisors worldwide and managing assets exceeding $1 trillion, Intelliflo simplifies the digital landscape, offering a comprehensive suite of tools from financial planning to portfolio management. CEO Nick Eatock emphasizes the critical role of technology amidst the increasingly complex financial advice market, highlighting Intelliflo's open architecture that fosters flexibility and efficiency for organizations of all sizes, ultimately benefiting modern investors. Richard Sachar, Director at Fintech Global, acknowledges Intelliflo's proactive response to evolving customer preferences, alongside other industry leaders listed in the 2024 WealthTech100 ranking, showcasing their adeptness in leveraging advanced technology to adapt to changing landscapes and support financial advisors' success. The WealthTech100 recognition solidifies Intelliflo's status as an industry frontrunner in technological innovation, promising a lasting impact on the financial advisory sector's evolution.
intelliflo Included In World's Most Innovative WealthTech Companies
1 min read
04 April
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