Fortitude Family Office Leverages intelliflo’s RedBlack to Streamline Rebalancing and Trading

by uma
Editorial & Advertiser disclosure

 

ATLANTA – June 28, 2022intelliflo today announced that Scottsdale, Az.-based Fortitude Family Office has implemented RedBlack, its leading portfolio rebalancing and trading platform. RedBlack’s modern technology enables the newly launched breakaway family office to make the client experience as simple and convenient as possible.

Fortitude provides a holistic approach to family office planning, including investments, taxes, accounting, and bill pay services for ultra-high net worth families. With intelliflo’s RedBlack solution, the firm is able to approach rebalancing and trading with increased speed and precision for a wide range of client situations and needs.

Drew Phillips, chief operating officer of Fortitude, has been leveraging RedBlack through his previous experiences since 2015. He explained, “We formed Fortitude to help manage all of a client’s financial needs, including robust reporting and solid guidance. RedBlack’s flexibility and sophisticated customization, plus its deep integration capabilities, made it the obvious choice for our trading and rebalancing solution. The technology helps us optimize efficiencies, which is critical as we continue to grow and expand into new areas.”

RedBlack delivers comprehensive rebalancing and trading capabilities with portfolio monitoring, pre-trade and post-trade compliance, and order management. By leveraging the advanced platform and its automated workflows, firms across the country are strengthening reliability, accuracy and personalization. 

“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,” said Jennifer Valdez, President, Americas for intelliflo. “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. We look forward to supporting Fortitude, helping them scale with confidence and ease.”

About RedBlack, an intelliflo solution

RedBlack provides investment professionals with the rebalancing, trading, and order management solutions they require to manage complex portfolios efficiently and at scale. We help sophisticated U.S. registered investment advisor (RIA) and wealth management firms of all sizes, including single and multi-family offices, to streamline their business through greater operating efficiencies while generating more time to spend on client relationships. RedBlack’s best-in-class rebalancing and trading solution provides our customers easy access to leading technology and investment partners through our open architecture integration to deliver advisor-powered digital flexibility, efficiency and innovation.

RedBlack is part of intelliflo, which widens access to financial advice through leading technology powering the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion serviced across our platforms.

 

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