ATLANTA, April 29, 2025--(BUSINESS WIRE)--intelliflo redblack has been named a finalist for the WealthTech Provider of the Year by InvestmentNews for the second consecutive year. This annual awards ...

The global cloud-based software provider said Flo has been designed to operate within the intelliflo office platform, allowing advisers to access guidance and support without leaving their workflow.

Global investment firm The Carlyle Group Inc. CG announced an agreement to acquire intelliflo from Invesco Ltd. IVZ as part of its strategy to deepen exposure to financial software. Founded in 2004 ...

Intelliflo, Invesco's financial advice umbrella organization that includes advisor-focused companies Jemstep, RedBlack, Portfolio Pathway, Intelliflo UK and i4C, has created and filled a new role to ...

Investment management company Invesco is selling its financial advice and investment management provider, intelliflo, with operations in the U.K. and U.S., to global investor Carlyle Group. Washington ...

Nearly a third of the advice market will be impacted by the news that fund manager Invesco has bought adviser back-office provider Intelliflo. The acquisition sees Intelliflo move away from its ...

In order to manage investments for their clients, financial advisors need a minimum of three things. First, they need a custodian that both serves as a broker-dealer to execute client trades as well ...

intelliflo's redblack platform has quickly become a vital tool for many RIAs looking to manage their portfolios. Jennifer Valdez, president of Americas at intelliflo, a fintech company for RIAs, says ...

Intelliflo has partnered with savings platform Flagstone to help advisers add valuations more seamlessly and drive greater efficiency in client reporting. Intelliflo’s practice management system – ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Since its inception in 2004, Intelliflo has experienced rapid growth and ...