Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Processing Content Insurance giant State Farm announced plans to migrate its brokerage ...
ATLANTA, March 20, 2025--(BUSINESS WIRE)--intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform ...
ATLANTA, July 21, 2021 /PRNewswire/ -- When State Farm looked to the future needs of its customers, helping more people achieve their financial goals was paramount. Offering a better investing ...
Financial planning group Centrepoint Alliance has entered into an agreement with the United Kingdom financial advice technology firm, Intelliflo to deliver more technology to financial advisers.
intelliflo has introduced new wash sale detection capabilities to its redblack platform, aimed at helping financial advisors manage compliance with IRS rules while optimizing tax-sensitive rebalancing ...
British financial software giant Intelliflo will not wait for the Albanese government to change the laws to simplify financial advice before bringing its “hybrid” model combining technology with ...
ATLANTA--(BUSINESS WIRE)--New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, today released ...
Intelliflo has launched three new dashboards to help financial advisers monitor their business performance as they seek out inorganic growth opportunities. The financial advice technology provider’s ...
ATLANTA, July 21, 2021 /PRNewswire/ -- When State Farm looked to the future needs of its customers, helping more people achieve their financial goals was paramount. Offering a better investing ...
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