DLK

intelliflo redblack Doubles Cloud Clients, Gains Over 50 Enhancements

Retrieved on: 
Thursday, March 30, 2023

intelliflo announced today that the number of financial advisory firms leveraging the cloud edition of intelliflo redblack , its leading portfolio rebalancing and trading platform, has doubled over the past year.

Key Points: 
  • intelliflo announced today that the number of financial advisory firms leveraging the cloud edition of intelliflo redblack , its leading portfolio rebalancing and trading platform, has doubled over the past year.
  • The cloud version of intelliflo redblack allows advisors to boost operational efficiencies, business continuity and flexibility, which has become especially critical in light of rising costs and an increasingly competitive market.
  • The need for such a solution is reflected in its accelerating momentum; approximately 75% of new clients are selecting the cloud edition of intelliflo redblack.
  • The intelliflo team has invested significant time and resources into the cloud version of intelliflo redblack; over 50 enhancements were made to the solution in 2022 alone.

SomerCor, Leading SBA 504 Lender, Grows its Board of Directors

Retrieved on: 
Tuesday, September 21, 2021

The new board members span across the financial services industry, bringing new sector perspectives and expertise to the organization.

Key Points: 
  • The new board members span across the financial services industry, bringing new sector perspectives and expertise to the organization.
  • "SomerCor has been serving small businesses and SBA 504 lending partners for more than 29 years.
  • "These Board appointments reflect our readiness to increase our lending and community development impact as a mission-based SBA lender."
  • SomerCor is a non-profit lender, certified by the Small Business Administration, that specializes in originating and servicing SBA 504 loans.