ATLANTA, March 20, 2025--(BUSINESS WIRE)--intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform ...

ATLANTA, December 13, 2024--(BUSINESS WIRE)--intelliflo has been honored with two prestigious 2024 ThinkAdvisor Luminaries Awards. The company was recognized for Innovation in Rebalancing and ...

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.

intelliflo's redblack platform has quickly become a vital tool for many RIAs looking to manage their portfolios. Jennifer Valdez, president of Americas at intelliflo, a fintech company for RIAs, says ...

ATLANTA--(BUSINESS WIRE)--intelliflo redblack today announced the launch of a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed accounts ...

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 ...

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 ...

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 ...

Intelliflo has announced the launch of two new propositions to the adviser community available through Intelliflo Office: Intelliflo IQ and Intelliflo video. The solutions, which were launched at ...

Intelliflo has launched an integration which will allow advisers to use and switch platforms within its system. The Wealthlink service is currently being trialled with a group of advice firms and will ...

Global investment firm Carlyle has reached an agreement to acquire intelliflo, the London-based provider of cloud-based practice management software, from Invesco in a deal valued at up to $200 ...