Future developments are planned to include functionality such as automatic task creation, data summarisation across workflow, audio inputs, integrated reporting across business dashboards, and ...

UK-based wealthtech provider intelliflo has launched intelliflo IQ, a suite of artificial intelligence and algorithmic tools embedded within its core adviser platform, intelliflo office. The rollout ...

The partnership will see Söderberg & Partners' tools integrated directly into the Intelliflo platform. This is expected to enable Intelliflo system users to access "enhanced functionality through a ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, Intelliflo is also separating its UK-focused business from its US side, where ...

After changing private equity backer, Intelliflo CEO Nick Eatock tells Professional Adviser how there was “a real meeting of minds” Back in August this year, private equity group Carlyle acquired ...

Faybl is an end-to-end digital tool specifically designed for financial advisers and wealth managers, utilising AI to assist wealth professionals with client meeting preparation, fact-finding, data ...

If you use these tutorials for your work, consider citing the corresponding paper: Dupré la Tour, T., Visconti di Oleggio Castello, M., & Gallant, J. L. (2025). The ...

Carlyle has plans to acquire Intelliflo, a provider of cloud-native practice management software for independent financial advisers (IFAs), from Invesco. The transaction, which also includes ...

The deal, which includes an initial sum of $135m, is slated for completion in the fourth quarter of 2025. Credit: T. Schneider / Shutterstock.com Investment firm Carlyle has reached an agreement to ...

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 ...

Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack ...

Carlyle Group Inc. has agreed to acquire Invesco Ltd.-backed software maker intelliflo for as much as $200 million. The purchase price is comprised of $135 million at the closing of the deal and as ...