Vicus Capital Uses intelliflo redblack's Rebalancing and Trading to Support Dramatic AUM Growth

ATLANTA, February 07, 2023--(BUSINESS WIRE)--intelliflo announced today that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM).

Vicus Capital is an investment manager and advisory firm that serves approximately 100 independent investment advisor representatives (IARs), supporting them in all facets of business from back-office functionality and compliance to portfolio management and marketing. The firm previously leveraged an in-house custodial tool but needed a more sophisticated solution to support its growth. With the assistance of intelliflo redblack’s deep automation and scale, Vicus Capital has experienced seamless growth in the number of investment models it manages. Throughout the three-year relationship, Vicus Capital has increased its volume of managed models by ten-fold, reaching approximately 1,200 models.

Eric Dare, President and CEO for Vicus Capital, explained, "The IARs we serve are independent business owners, and we strive to be a true strategic partner with a listen-first approach. intelliflo redblack shares that same philosophy; we can always count on them for transparency and quick communication. With intelliflo redblack, we have been able to expand our investment model options and accelerate our AUM growth without adding dedicated traders, while simultaneously increasing the complexity of assets we manage."

intelliflo redblack delivers comprehensive rebalancing and trading capabilities with portfolio monitoring, pre-trade and post-trade compliance, and order management. The platform has allowed Vicus to create customization and structure, boosting efficiencies, accuracy and oversight in trading and rebalancing.

"Vicus Capital provides critical services to its impressive RIA network, and we’re proud to have supported their dramatic AUM growth over the past three years. It has been exciting to have one of our valued customers leverage intelliflo redblack’s capabilities to create efficiencies while, at the same time, delivering robust investment models," said Jennifer Valdez, President, Americas for intelliflo.

Effective today, RedBlack, an intelliflo solution is now intelliflo redblack. In March 2021, Invesco combined its five leading digital wealth companies into one, named intelliflo, with the goal to power the entire advisory experience.

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.

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Warner May
Head of Global Communications
+1 (404) 983-2500