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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Since its inception in 2004, Intelliflo has experienced rapid growth and ...

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 ...

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 has partnered with savings platform Flagstone to help advisers add valuations more seamlessly and drive greater efficiency in client reporting. Intelliflo’s practice management system – ...

ATLANTA--(BUSINESS WIRE)--intelliflo has been honored with two prestigious 2024 ThinkAdvisor Luminaries Awards. The company was recognized for Innovation in Rebalancing and Excellence in Marketing/PR.

Advisers will not have access to the Intelliflo Office platform due to maintenance being carried out over the Jubilee bank holiday weekend. In an update, Intelliflo said that starting on June 2, it ...