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.
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 ...
Transact has launched a new integration with Intelliflo aimed at cutting adviser admin time, reducing manual data entry and maintaining data accuracy across both systems. The integration, available ...
Intelliflo has today (26 April) announced plans to include cashflow modelling and planning capabilities within its core Intelliflo Office system, without the need for additional licensing. The adviser ...
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 ...
Intelliflo is adding cash flow modelling and planning to its Intelliflo Office. The firm said its cash flow modelling and planning capabilities will now be included within its core Intelliflo Office ...
Invesco's portfolio management and robo-advice technology will be rolled out to Intelliflo's UK clients early next year as part of its integration under one brand. This month Invesco announced all ...
The online point-of-sale system gives users access to Mortgage Brain and is integrated with the main mortgage and protection sourcing systems, which IntelliFlo says negates the need to re-key ...
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Investment management company Invesco is selling its financial advice and investment ...
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 ...
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 ...
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