Data driven and convenient
Leverage advanced technologies to offer smart, data-driven insights, strategies,
and advice.
Track, analyze, communicate, plan
Add and review any account with portfolio analytics. Find ideas and
opportunities.
Invest with confidence
No more personal excel sheets that don't update. Collaborate with your advisor
seamlessly.
Organize your investment chaos - collaborate, trust, repeat
Intellebox enables seamless collaboration between investors and
their advisory team
The first platform built by advisors, for advisors. Move beyond
simple performance reporting to engage with and educate your
clients while scaling your business.
Assemble your trusted network. Collaborate with your advisors,
control your data, unlock ultimate transparency.
Apply for your invitation today
Has your portfolio strategy been intentionally crafted to achieve
the goals and objectives you've set? Receive an invitation
and access a custom analysis of how well your strategy aligns with
your goals - all powered by our goal-matching technology.
An Intellectus Network Company