Carlyle to acquire intelliflo from Invesco

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Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm has announced an agreement for Carlyle to acquire intelliflo from Invesco. intelliflo is a

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intelliflo launches fee consent screen to reduce adviser admin, reinforce its agile approach to DBFO reforms

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intelliflo, the global cloud-based technology solution for financial advisers, has released a dedicated fee consent screen to give advisers enhanced oversight and fee tracking abilities, while further showcasing its commitment to

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Advice, evolved: intelliflo whitepaper reveals the themes set to transform financial advice 

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intelliflo, the global cloud-based technology solution for financial advisers, has today released Advice, evolved: A new era in Australian financial advice, a whitepaper detailing the major themes that will characterise the next five years of advice.   With only one-in-10 Australians currently

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intelliflo delivers 138 customer-driven product enhancements to improve adviser efficiency, advice experience 

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intelliflo, the global cloud-based technology solution for financial advisers, has delivered 138 updates through its Customer-Inspired Change Program in the past year, highlighting intelliflo’s commitment to shaping its technology in line

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intelliflo included in world’s most innovative WealthTech companies

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intelliflo, the global cloud-based technology solution for financial advisers, has been named as a global leader in tech innovation by Fintech Global’s WealthTech100, an annual ranking of the world’s most innovative WealthTech

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intelliflo undertakes full-scale expansion as advisers seek tech to close advice gap

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intelliflo, the leading cloud-based technology platform for financial advisers that supports over 30,000 advisers worldwide with over three million end-investors and over $1 trillion advised across its platforms, today announced

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Centrepoint Alliance and Intelliflo form agreement to establish new era of advice tech for Australia

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Centrepoint Alliance, a leading provider of advice and business services to financial advice firms throughout Australia, has announced its first-mover agreement with Intelliflo, the UK’s market leader for financial advice

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