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 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 ...

Global investment firm Carlyle has reached an agreement to acquire intelliflo, the London-based provider of cloud-based practice management software, from Invesco in a deal valued at up to $200 ...

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 ...

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 ...

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 ...

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 has announced the launch of two new propositions to the adviser community available through Intelliflo Office: Intelliflo IQ and Intelliflo video. The solutions, which were launched at ...

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 ...