By embedding AI into the advice journey, intelliflo IQ enables firms to reduce administrative burden and improve productivity ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

Intelliflo has upgraded its digital offering for advisers with the introduction of an artificial intelligence assistant.

Intelliflo has formed a strategic partnership with Söderberg & Partners aimed at improving efficiency and streamlining ...

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 ...

Intelliflo and Söderberg & Partners have partnered to improve technology and efficiency for financial advice firms.

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 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, September 09, 2024--(BUSINESS WIRE)--intelliflo redblack has won the WealthManagement.com Industry Award in the Rebalancing category for the second time. The annual WealthManagement.com ...

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 ...

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 ...