The biggest difference with the cloud version is the speed of the software, access to real-time pricing, and ensuring we have all the latest features without having to do upgrades. The cloud version also facilitated the firm’s goal of integrating different portfolios, akin to having a “test kitchen inside a kitchen,” allowing advisors to bring their own equity models and combining them with the firm’s core income portfolios.

Sound Income Strategies transitioned to intelliflo redblack’s cloud-based platform earlier this year, enabling the firm to gain access to enhanced scalability, real-time security pricing, and faster processing times. This shift was pivotal in meeting the firm’s trading demands and aligning with its growth objectives, while seamlessly taking advantage of the latest platform enhancements.