Focus Financial Partners Adopts intelliflo redblack for Trading & Rebalancing
intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
A Longstanding Partnership
Focus Financial Partners, known for its interdependent partnerships among wealth management and financial services firms, has enjoyed a strong relationship with intelliflo redblack for years. The firm selected the platform for its proven track record, scalability, and robust product roadmap driven by direct advisor feedback.
“Our partnership with intelliflo redblack directly supports our mission of expanding the impact of our firms,” said John Spyers, Director of Wealth Technology at Focus Financial Partners. “The platform’s scalability and advisor-driven improvements make it an ideal fit for our evolving needs.”
SCS Financial’s Success with intelliflo redblack
Several firms under Focus Financial Partners have already experienced the benefits of intelliflo redblack. One such firm is SCS Financial, which serves as a family office and OCIO for Focus Partners. Marcelo Vedovatto, COO at SCS, shared:
“intelliflo redblack has been a key partner as our business has scaled. Their platform supports our complex client structures and multi-asset-class portfolios across public and private markets. The service is reliable and thorough, and we look forward to advancing our integration and workflows with them.”
Strategic Partnership and Continuous Innovation
Jennifer Valdez, President of Americas at intelliflo redblack, emphasized the value of this expanded partnership:
“We are proud to deepen our relationship with Focus Financial Partners, making intelliflo redblack more accessible to their network firms. Over the past year, we’ve delivered 133 product enhancements, with 83% driven by customer feedback. This partnership is a powerful way to empower advisors with the technology they need to deliver personalized advice more efficiently and at scale.”
Looking Ahead
With this extended partnership, intelliflo redblack is positioned to provide even greater support to Focus Financial Partners’ network of firms, ensuring that advisors have the tools to streamline workflows and enhance client relationships across diverse markets.
