Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Processing Content Insurance giant State Farm announced plans to migrate its brokerage ...

Intelliflo is adding cash flow modelling and planning to its Intelliflo Office. The firm said its cash flow modelling and planning capabilities will now be included within its core Intelliflo Office ...

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 ...

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 has introduced new wash sale detection capabilities to its redblack platform, aimed at helping financial advisors manage compliance with IRS rules while optimizing tax-sensitive rebalancing ...

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--(BUSINESS WIRE)--New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, today released ...

Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities. The new features to its solution will help advisers to ...

Intelliflo has launched three new dashboards to help financial advisers monitor their business performance as they seek out inorganic growth opportunities. The financial advice technology provider’s ...

Invesco Ltd said June 6 that has acquired Intelliflo. Financial terms weren’t announced. Intelliflo, of the U.K., provides digital solutions to financial advisers. This acquisition brings together ...