At Intelligent Investing, we believe in embracing technology and core values to provide exceptional financial advisory services. Our founder, Hans Blake, sat down with Michael Kitces on the Financial Advisor Success Podcast to discuss how we integrate these elements into our practice to minimize financial stress for our clients and enhance their financial well-being.
The Genesis of Intelligent Investing
Intelligent Investing was born out of our vision to simplify personal finances and provide a central hub for financial information. We wanted to create a firm that minimizes financial stress and maximizes lives. With that passion in mind, we didn’t see a financial technology solution that integrated our clients’ complex financial lives. As a result, we developed in-house our own proprietary financial technology called Intelligrations® Intelligrations® intelligently integrates our clients’ financial lives. We create a dashboard of their personal financial datapoints and then present to the client a clear simplified one-page report that encapsulates our clients’ financial picture. This empowers the client to make more informed financial decisions on their financial journey. We believe Intelligrations® leverages technology to improve investor behavior.
Intelligrations®: A Financial Dashboard Revolution
Our flagship product, Intelligrations®, is a dynamic software that consolidates key financial data into an easy-to-understand visual statement. This one-page financial picture focuses on what clients can control, such as spending habits and investment risks, rather than market returns.
The Development Journey of Intelligrations
The development of Intelligrations was a challenging journey that involved collaborating with industry vendors, utilizing Application Programming Interfaces (APIs) to automate data input, and investing significant financial resources. The result is a powerful tool that automates the creation of comprehensive financial reports, saving our clients time and enhancing their understanding of their financial picture.
Building a Boutique Firm with a White Glove Approach
At Intelligent Investing, we serve high-net-worth executives who require personalized support during their transition to retirement. Our core values of compassion, legacy, integrity, excellence, nimbleness, and truth resonate with our clients and guide our “white-glove” service approach.
The Future of Financial Advisory Services
As the industry evolves, we envision a future where technology and core values remain at the forefront of financial advisory services. With tools like Intelligrations® and a commitment to personalized care, we are setting a new standard for success in the industry.
The integration of technology and a strong set of core values are essential for the success of any financial advisory firm. At Intelligent Investing, we are committed to leveraging technology and our core values to enhance the financial well-being of our clients and provide exceptional service.