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 ...

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 ...

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 ...

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.

Brooks Macdonald has chosen Intelliflo as their new technology partner for financial advice. This partnership aims to support Brooks Macdonald’s plans to scale and grow their private client advice in ...

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, 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 ...

Advisers and firms using back office systems provider Intelliflo’s Intelligent Office will now be able to access Advisa Centa, a suite of tools from risk profiler Evalue including its package of ...

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 ...

ATLANTA, March 2, 2022 /PRNewswire/ -- intelliflo, the leading cloud-based technology platform for financial advisors, today shared results from its recent survey conducted online by The Harris Poll.

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 ...