Here’s a question for all you US advisors 👇
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intelliflo
IT Services and IT Consulting
Wimbledon, England 20,512 followers
We widen access to financial advice
About us
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms. intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology. Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.
- Website
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http://www.intelliflo.com
External link for intelliflo
- Industry
- IT Services and IT Consulting
- Company size
- 201-500 employees
- Headquarters
- Wimbledon, England
- Type
- Public Company
- Founded
- 2004
- Specialties
- Fintech, SaaS, Software, Financial Services, Cashflow Planning, and Wealth Management
Locations
Employees at intelliflo
Updates
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Welcoming Feezily to the intelliflo store in Australia 🚀 Feezily's powerful fintech solution and user-friendly design make revenue management a breeze, supporting over 100 different Australian investment, insurance, and loan provider formats for instant processing. Discover more about intelliflo's ever-growing suite of functionality ➡️ https://okt.to/Ohdlft #Integrations #APIs
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Outsourcing can help you future-proof your firm. Don’t believe us? Trust the data. According to Cerulli, improving internal employee productivity (65%) and leveraging external capabilities (65%) are deemed the most significant outsourcing drivers. Why not find out for yourself how partnering with intelliflo can bolster your US firm’s governance and elevate your competitive edge? ➡️ https://okt.to/eudM0h #Outsourcing #RIAs #Fintech (Source: U.S. Vendor Management & Operations Outsourcing, 2022, Cerulli)
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In this festive season, we celebrate not only the joy of the holidays but also the invaluable partnerships with our customers. Take a look at our 2024 holiday video, showcasing how our global teams have helped advisory businesses around the world discover better ways of working. Wishing our colleagues, partners, and customers a joyful holiday season! 💫
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🌟 Welcome to our newest UK integrated partners! 🌟 We're thrilled to announce the latest additions to our intelliflo store family this quarter: 4admin, Estgro, James Hambro & Partners, Re:LoA, Saturn AI. 👋 Our integration offering continues to expand, and we're excited to bring new functionalities to our customers, helping them be more efficient and enhance the services they deliver. Don’t wait, have a look at the new apps and reach out to learn more! #FinTech #FinancialAdvice
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intelliflo innovate 2025, our flagship UK customer event, is set to be an unforgettable event! 🚀 📅 Date: Tuesday 10 June, 2025 📍 Location: Convene Sancroft, St Paul’s, London Check out some of the highlights from our 2024 event to see what's in store. ⤵️ Don’t miss out on this chance to learn, connect, and grow with us. Stay tuned for more details! #intellifloinnovate2025 #FinTech #FinancialAdvice
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intelliflo has been awarded not one, but two prestigious ThinkAdvisor Luminaries Awards last night! 🏆🏆 Our team won the Excellence in Marketing/PR award, highlighting our dedication to innovative strategies that connect with financial advisors and their clients. This award specifically acknowledges our recent US omnichannel marketing campaign, which demonstrated our ability to engage our audience across multiple platforms effectively. intelliflo redblack also received the Rebalancing Firm Award for Innovation, highlighting our cutting-edge technology that streamlines rebalancing, trading, and order management and enhances efficiency. These awards are a testament to the hard work and dedication of our entire team. We're proud to be at the forefront of driving positive change in the financial services industry, constantly pushing boundaries to deliver exceptional value to our customers! A heartfelt thank you to the ThinkAdvisor Luminaries Awards panel for this incredible recognition! #ThinkAdvisorLuminaries2024 #FinTechInnovation #WealthManagement
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Want to know some of the potential benefits of working with intelliflo managed for your US investment management needs? Hear it directly from our Director of Trading and Operations, Rob Keeler in his Wealth Advisor interview. 🎙️ #Fintech #RIAs #WealthManagement
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There are many reasons to make the switch to intelliflo office. For Aussie practice The QSA Group, the income management capabilities were a game-changer. 🚀 “The income management capabilities have transformed our wealth division oversight, making it easy to track reconciliations, identify process lags, and ensure accurate payments. I now have a better live view of our wealth division's performance,” says Hailey Lawrie, General Manager. Discover QSA's journey and success with intelliflo. Download the full customer story now! ⤵️ #CustomerStory #Financialadvice #AdviceTech
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Are you confident you're supporting your clients’ US tax requirements? Our latest blog examines intelliflo redblack's game-changing wash sales feature, revolutionizing tax management for tax efficiencies all year round. Its sophisticated logic ensures accurate and real-time wash sale detection across families of accounts. From SMAs to individual taxpayers, we've got you covered. Read more: https://okt.to/HWzOKe #TaxPlanning #Rebalancing
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