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 ...

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, 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 ...

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 ...

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 ...

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 ...

intelliflo redblack announced that Focus Financial Partners Inc. has adopted intelliflo redblack as a trade and rebalance technology solution, extending its capabilities across the organization’s ...

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 – ...