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 ...

M&G Wealth Advice has signed a deal with Intellifo as its new technology partner to help it boost adviser numbers from 400 to 1,000 over the next four to five years. The deal will impact M&G advisers ...

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, 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 ...

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 ...

Insignis Cash has partnered with Intelliflo to give advisers the option to offer a cash-management solution to their clients. This will mean advisers clients’ cash assets, alongside their investment ...

This separation will allow intelliflo to focus on the UK and Australian markets while RedBlack serves financial advisors in the United States. Equity for the investment will come from Carlyle Europe ...

Intelliflo has partnered with estate planning technology, Estgro to help advisers with generational wealth planning. The partnership aims to bridge the gap between financial and legal services to make ...

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 ...

Investing.com -- Global investment firm Carlyle has reached an agreement to acquire intelliflo from Invesco, according to an announcement made Tuesday. intelliflo is a market leading provider of cloud ...