Since 1987, wealth management firm Balentine has been a trusted advisor for families and institutions. The extensive knowledge acquired over 35 years is deeply ingrained. Balentine now advises on nearly $7 billion in assets under advisement (AUA), growing steadily after several years of hypergrowth. But with growth comes more data and complexity and the need for more technology efficiency and sophistication delivered by a trusted partner that’s there for the long haul. Balentine sought the flexibility to increase volumes and advance capabilities around investment strategies, all while maintaining their steadfast dedication to an excellent client experience. Their search ended when they found intelliflo and our rebalancing and trading solution, intelliflo redblack, to unify and support their trading operations.

We knew our firm was growing, so we wanted to find a rebalancer to meet current and future needs without forcing us to use a one-size-fitsall process or a restrictive all-in-one platform,” said Webb.