Clifford Schoeman is the Head of Advisory Services at intelliflo. Clifford has been working in wealth technology since he joined Jemstep (a digital wealth platform that has been rebranded as part of intelliflo) during the formation of the start-up in 2008. He has been deeply involved in the evolution of building their wealth tech business from a start-up “robo-advisor” to being acquired by Invesco Ltd. he currently heads up the outsourced services team (TAMP) offered on their newly branded intelliflo platform.
Our goal is to provide advisors with a few primary differentiators when compared to TAMPs and other providers: elite service, more time and deep expertise – all in a configurable, cost-effective package. Personalized outsourced services delivered on top of a best-in-class tech stack shouldn't be such an elusive solution for RIAs.24 September 2021