Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

intelliflo helps simplify the complex digital landscape for financial advisors, enabling them to grow and compete. The company’s technology supports over 30,000 advisors worldwide, representing over ...

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 ...

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 ...

ATLANTA--(BUSINESS WIRE)--intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle ...

ATLANTA, December 13, 2024--(BUSINESS WIRE)--intelliflo has been honored with two prestigious 2024 ThinkAdvisor Luminaries Awards. The company was recognized for Innovation in Rebalancing and ...

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 ...

Invesco is bringing five of its software businesses, RedBlack, Jemstep, Portfolio Pathway, Intelliflo UK and i4C, under one entity, called intelliflo. Intelliflo founder and CEO Nick Eatock will be ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Combining financial expertise with innovative AI engineering, the Aveni ...

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 – ...

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 ...