Balentine's Adoption of intelliflo redblack Trading Solution

This case study outlines Balentine's implementation of the intelliflo redblack trading solution to enhance their trading operations and client experiences. Since its inception in 1987, Balentine has grown to manage nearly $7 billion in assets under advisement. The firm faced challenges with disparate data and inefficient manual processes, prompting a search for a more integrated and efficient trading platform. After selecting intelliflo redblack, Balentine adopted a phased approach to onboard their clients, achieving full integration by the end of 2021. The platform's flexibility allowed for improved management of household accounts and enhanced trading capabilities. The implementation was completed on time and within budget, leading to significant growth in both headcount and assets. Balentine reports high advisor adoption rates and increased client satisfaction due to the platform's features, which promote safe trading environments and operational efficiencies. As the firm plans for future growth, technology remains a key focus for enhancing client and employee experiences.