Intelliflo has cemented its position as one of the leading suppliers of client management software to adviser firms in recent years. Nearly 2,000 firms put it at the heart of their operations. This ...

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 ...

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'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 ...

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 financial adviser business software, Intelligent Office, is now better able to integrate with other software. Intelliflo has built in Jitterbit’s Harmony integration platform to their ...

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 today (26 April) announced plans to include cashflow modelling and planning capabilities within its core Intelliflo Office system, without the need for additional licensing. The adviser ...

Financial software specialist Intelliflo is streamlining its people management processes and making better use of HR data with the help of on-line HR system Cezanne OnDemand Financial software ...