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

Intelliflo has formed a strategic partnership with Söderberg & Partners aimed at improving efficiency and streamlining workflows for financial advice firms. Under the partnership, Söderberg & Partners ...

Carlyle-backed wealth technology platform Intelliflo could eye deals for rivals or other businesses after landing a private equity buyout over the summer. Private Equity News’s sister title Financial ...

Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...

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 ...

Founded in 2004 and headquartered in London, intelliflo provides practice management software for independent financial advisors in the UK. The platform is used by over 30,000 professionals at ...

(RTTNews) - Carlyle (CG) and Invesco (IVZ) announced an agreement for Carlyle to acquire intelliflo from Invesco. Intelliflo is a provider of cloud-based practice management software for independent ...

Nick Eatock, CEO and Founder of intelliflo, said the company will continue to focus on delivering solutions for its core UK and Australian customer bases with Carlyle’s support. Doug Sharp, Senior ...

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Investment management company Invesco is selling its financial advice and investment management provider, intelliflo, with operations in the U.K. and U.S., to global investor Carlyle Group. Washington ...