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 ...

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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 ...

(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 ...

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)--intelliflo redblack has been named WealthTech Provider of the Year in the InvestmentNews Awards, an awards program that recognizes the success of individuals and ...

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 ...

Financial software specialist Intelliflo is streamlining its people management processes and making better use of HR data with the help of on-line HR system Cezanne OnDemand Financial software ...

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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 ...