ATLANTA--(BUSINESS WIRE)--intelliflo today announced that Eton Advisors has successfully launched the cloud-based version of intelliflo redblack for rebalancing and trading, saving time, boosting ...

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ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle ...

ATLANTA, March 2, 2022 /PRNewswire/ -- intelliflo, the leading cloud-based technology platform for financial advisors, today shared results from its recent survey conducted online by The Harris Poll.

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 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 ...

Invesco has agreed to sell intelliflo to global investment firm Carlyle in a deal worth up to $200m. The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS ...

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 ...

Nearly a third of the advice market will be impacted by the news that fund manager Invesco has bought adviser back-office provider Intelliflo. The acquisition sees Intelliflo move away from its ...

ATLANTA--(BUSINESS WIRE)--The ability to effectively leverage data to make critical business decisions has become increasingly important to financial advisors. That need drove the latest enhancements ...

Global investment firm Carlyle (NASDAQ:CG) has agreed to acquire Intelliflo, a UK-based provider of cloud-based practice management software for independent financial advisors (IFAs), from Invesco ...

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