Advisers have aired their frustrations at continuous issues they are experiencing with the Intelliflo Office system. Intelliflo Office experienced a 30-minute outage last week (6 April). A ...

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 ...

ATLANTA, February 06, 2025--(BUSINESS WIRE)--intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing ...

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 ...

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 ...

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 announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum. While implementations are ...

The online point-of-sale system gives users access to Mortgage Brain and is integrated with the main mortgage and protection sourcing systems, which IntelliFlo says negates the need to re-key ...

ATLANTA--(BUSINESS WIRE)--intelliflo today announced that Scottsdale, Az.-based Fortitude Family Office has implemented RedBlack, its leading portfolio rebalancing and trading platform. RedBlack’s ...

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 ...

IntelliFlo - the UK's fastest growing provider of front/back-office solutions to financial intermediaries - has sealed an alliance with Know Your Customer technology specialist GB Group to transform ...