ATLANTA--(BUSINESS WIRE)--intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

Transact has launched a new integration with Intelliflo aimed at cutting adviser admin time, reducing manual data entry and maintaining data accuracy across both systems. The integration, available ...

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 ...

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 ...

Invesco's portfolio management and robo-advice technology will be rolled out to Intelliflo's UK clients early next year as part of its integration under one brand. This month Invesco announced all ...

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 ...

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 ...

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 ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Investment management company Invesco is selling its financial advice and investment ...

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 ...

Brokers in the Tenet network have been venting their frustration at being forced to move their business onto Intelliflo’s Intelligent Office customer relationship management platform. Mortgage ...

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 ...