The last 12 months have been full of change for Intelliflo (not the company), and much more is on the way. Ian McKenna – Illustration by Dan Murrell Delegates gathering today for the Innovate 26 event ...

Technology firm Intelliflo claims an AI-powered software gives advisers their time back. The company announced an agentic open platform for financial advice professionals today (June 9), which is set ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The next generation of its intelliflo office practice management system ...

Future developments are planned to include functionality such as automatic task creation, data summarisation across workflow, audio inputs, integrated reporting across business dashboards, and ...

Investment management firm Invesco reported better than expected earnings for the fourth quarter of 2025, with significant year-end milestones including a $1.5 billion balance sheet recapitalization, ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, Intelliflo is also separating its UK-focused business from its US side, where ...

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 ...

Carlyle-backed wealth technology platform Intelliflo could eye deals for rivals or other businesses after landing a private equity buyout over the summer. Private Equity News’s sister title Financial ...

Faybl is an end-to-end digital tool specifically designed for financial advisers and wealth managers, utilising AI to assist wealth professionals with client meeting preparation, fact-finding, data ...

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 ...

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(RTTNews) - Carlyle (CG) and Invesco (IVZ) announced an agreement for Carlyle to acquire intelliflo from Invesco. Intelliflo is a provider of cloud-based practice management software for independent ...