Americas Best TAMPS 2024 - 35

2024 AMERICA'S BEST TAMPS
INTELLIFLO
ADVISERS
INC.
Bryan Perryman
CEO
intelliflo Advisers Inc. * 1331 Spring Street NW, Suite 2500,
Atlanta, GA 30309 * www.intelliflo.com
At intelliflo Advisers Inc., we are dedicated to partnering with you and
understanding your unique needs so you can achieve your goals. We have
over a decade of experience working closely with RIAs and see ourselves
as an extension of your team by providing innovative, efficient and costeffective
solutions.
We understand that entrepreneurial RIAs face the challenge of balancing
business management and growth with maintaining a focus on what
you got into this business for in the first place-your clients. Through
collaboration with our sister company, intelliflo, we help accelerate your
growth with solutions including robust investment management capabilities.
No two RIAs are the same,
and we enjoy working with
our partners to find the right
solution to their needs. We
believe in successful and
productive relationships in
which we are fully aligned
with your business to achieve
your goals.
Sometimes, smaller
RIAs can be ignored
and neglected by larger
TAMPs. We hear a lot of
dissatisfaction concerning
cost and service levels.
Our service levels and
our approach to investing
and partnering with our
customers for long-term
success are among our
biggest strengths.
Given market growth
against the broader backdrop
of outsourcing, we're
speaking to more firms that
want to reduce cost and
distractions of non-clientfacing
activities. Further, they
are finding it increasingly
difficult to attract quality
employees, and the cost
to train and keep these
employees is growing.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUPPORT
CONTRACT
PRODUCT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
IPO
ORGANISATIONSCALABILITY
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
Balancing these needs is a real challenge. Here's how we help you succeed:
* White-glove service-We have a dedicated support team to help you
solve challenges and grow your business. We're part of your team, not
just another service provider.
* Reduce the resources needed to run your business-We handle those
lower-value middle- and back-office functions. You spend more time on
the client-facing activities that matter most.
* Deep expertise-Our teams average 10+ years of experience supporting
advisors like you and can help you navigate the many complexities of
running your business.
* Robust capabilities-Our range of features and functionality, including
model portfolios, tax capabilities, client experience tools and more,
helps you stand out in a crowded market and continuously exceed client
expectations.
* Cost and efficiency-Our platform is a more efficient and less costly
solution than hiring more people or buying and learning more technology.
intelliflo does not offer tax advice. Please consult your tax adviser for information
regarding your own personal tax situation.
intelliflo Advisers Inc. (the legal entity we operate under and formerly known as
Jemstep, Inc.) has been an SEC registered RIA since 2008.
Models are offered through Invesco Advisers, Inc.
For Registered Investment Advisors use only.
47 ED I T A B L E L I N E I C O N S S E T
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
DISCOVER
RESEARCH
START UP
STRATEGY
VALUE CHAIN
MARKETING
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
DECISION MAKING
INNOVATION
SOLUTION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
REPORT
CALENDAR
CLIENT-FACING
INVESTMENT
ORGANISATION
PERFORMANCE REVIEWS
CLIENT PORTAL
ACHIEVEMENT
ADVERTISING
EXPLORE
TAKE OVER
GLOBAL BUSINESS
SELL SHARE
GLOBAL BUSINESS
47 ED I T A B L E L I N E I C O N S S E T
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
PROJECT
DEFENSE STRATEGY
CUSTODIAN AGNOSTIC
CONTRACT
CUSTOMIZED PORTFOLIOS
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
35
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
TESTING
FINANCIAL RISK
GROWTH
VISION
CONTROL
THINK OUTSIDE
THE BOX
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
CROWD FUNDING
COMPETITION
PATENT
DECREASE
DEVELOPMENT
PRESENTATION
INSTITUTIONAL
CLIENT SUPPORT
LAUNCH
PARTNERSHIP
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
EARNINGS
ANALYSIS
MODEL MARKETPLACE
PRIVATE LABELING
PLATFORM LAUNCH
UNICORN
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
TM
New business contact:
Phone: 1(800) 970-9080
Email: sales@intelliflo.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Rob Keeler
Head of Operations
and Trading
Type of Program: AdvisorConstructed
Models, AdvisorDirected
ETF, ETF, Managed
Account Solutions, Model
Manager, Mutual Fund
Portfolios, Open Architecture,
Rep as Portfolio Manager,
Risk Managed Portfolios,
SMA, Strategist, TAMP, ThirdParty
Sub Advisors, UMA/
UMH
Year Program Began: 2008
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Multiple advisory channels
including RIAs, Corporate
RIAs, IARs, IBDs, Bank BDs
and Insurance
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: No
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: No
Asset Allocation
Methodologies: Reporting
on asset allocation is by asset
class, region, or by sub asset
class
https://www.intelliflo.com/us/book-a-demo/ https://www.intelliflo.com/us/our-solutions/intelliflo-managed https://www.linkedin.com/in/robkeeler/
Americas Best TAMPS 2024

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