Alpha Capital Family Office Successfully Launches intelliflo redblack to Support Ongoing Momentum

RIA quickly, efficiently implements intelliflo’s award-winning rebalancing and trading platform

ATLANTA--(BUSINESS WIRE)--intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum. While implementations are typically a time consuming, tedious process, Alpha Capital and intelliflo redblack have completed the project with speed, efficiency and confidence.

Alpha Capital is an outsourced family office that focuses on a holistic approach to assisting multigenerational business owners and high-net-worth families. The firm has recently experienced strong growth and was looking for a new rebalancing and trading partner to support this ongoing scale with efficiency and more robust functionality. With intelliflo redblack, the firm has gained an intuitive platform that helps them streamline and optimize daily trading and rebalancing processes while maintaining high standards of compliance.

“The implementation of intelliflo redblack has been an extremely smooth process; the team has proven to be a strong, knowledgeable partner who has been there for us every step of the way,” said Tom Riley, CFA, Senior Portfolio Manager at Alpha Capital. “Plus, the platform is extremely easy to navigate, making training fast and seamless. We are confident that this platform will allow us to execute our day-to-day customized trading and rebalancing activity more quickly and efficiently, ultimately providing strong support as we continue to grow.”

intelliflo redblack has experienced significant momentum and added over 113 sophisticated new features over the last year. For example, intelliflo redblack recently launched a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed accounts (SMAs) across family members to identify potential wash sales before they occur. This enables financial advisors to ensure compliance with IRS wash sale rules while maintaining healthy tax management strategies and optimizing cash management benefits for their clients.

“By providing advisors with the advanced technology tools they need to improve operational efficiencies and save time, we are ultimately enabling them to serve more clients and widen access to financial advice,” says Jennifer Valdez, President, Americas for intelliflo. “Alpha Capital is a leading RIA that serves the comprehensive range of client financial needs, and we are proud to collaborate with and support them as they continue to positively impact their clients.”

About intelliflo

intelliflo 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.