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, Invesco's financial advice umbrella organization that includes advisor-focused companies Jemstep, RedBlack, Portfolio Pathway, Intelliflo UK and i4C, has created and filled a new role to ...

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 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 ...

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--(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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Since its inception in 2004, Intelliflo has experienced rapid growth and ...