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 ...

In addition, white label ETF provider Tidal promotes from within for new CEO, and institutional retirement leader Bill Ryan ...

Choose between a layout optimized for your Android or Kindle tablet, or a replica experience that looks just like the newspaper available on newsstands Access to all content from the print edition, ...

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 ...

Transact has launched a new app developed in partnership with Intelliflo to help advisers manage client contributions and withdrawals more efficiently. The integration, developed by Sprint Enterprise ...

Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it easier for financial advisers to manage contributions and withdrawals. This latest integration ...

Aberdeen Adviser has partnered with Intelliflo and ZeroKey on a new integration designed to improve efficiency and data accuracy throughout the advice process. Building on the recently launched ...

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 ...

(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 ...

Carlyle Group Inc. has agreed to acquire Invesco Ltd.-backed software maker intelliflo for as much as $200 million. The purchase price is comprised of $135 million at the closing of the deal and as ...

While it’s true that Macs come with loads of great software that can help you get most things done out of the box, it won’t be long before you need to add your own favourite programs to the Dock at ...