关于我们
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.
- 网站
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https://www.intelliflo.com
intelliflo的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 201-500 人
- 总部
- Wimbledon，England
- 类型
- 上市公司
- 创立
- 2004
- 领域
- Fintech、SaaS、Software、Financial Services、Cashflow Planning和Wealth Management
地点
intelliflo员工
动态
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The final countdown is on! We're up for two US ThinkAdvisor Luminaries Awards nominations on Wednesday, December 11th! ??? Join us as we vie for: ?? Excellence in Marketing/PR ?? Rebalancing Innovation These nominations reflect our team's unwavering dedication and innovative spirit. We're proud that industry leaders like ThinkAdvisor continue to recognize our efforts to push boundaries in fintech. Our "never satisfied" attitude constantly drives us to improve and deliver cutting-edge solutions. We're honored to be considered and can't wait for the dazzling Las Vegas, NV, ceremony: https://okt.to/vu9JLB Wish us luck! ?? #ThinkAdvisorLuminaries #FinTech #Innovation
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Customization is key to meeting today’s US investor demands and cultivating stronger client relationships. Our latest blog delves into the top benefits of customization, from meeting individual needs to aligning with market trends. Learn how customizable rebalancing capabilities empower advisors to enhance client satisfaction, drive efficiency, and gain a competitive advantage in the wealth management industry. Embrace customization and unlock the full potential of your advisory services. Read more: https://okt.to/jNa6x0 #WealthManagement #Fintech #Rebalancing
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IMPACT?2024 is here and we’re live in The Exchange at kiosk #19, ready to demo our industry-leading rebalancing and trading solution for RIAs of ALL sizes. Not looking to buy more tech but still need help supporting your investment management services for clients? Ask us about our outsourced services! intelliflo is here to support financial advisors with the solutions they need to better serve clients. If you’re missing out on IMPACT?2024 this year but are interested in viewing our solutions, schedule a demo today: https://okt.to/2LbDUe Schwab Advisor Services #SchwabIMPACT
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The countdown is on — just 1 week to the Financial Advice Association Australia (FAAA) Congress in Brisbane! ?? Don’t miss the chance to try out our surf simulator at our booth and see how our cutting-edge tech is making waves in the industry. Learn more about the event: https://okt.to/SP3rHb #FAAACongress24 #FinancialAdvisers
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?? Did you know that 72% of UK advice firms see AI integration as crucial, yet 95% feel unprepared? Discover how AI can revolutionize your processes: 1. Faster report writing 2. Richer data analysis 3. Better client understanding At intelliflo, we’re partnering with industry leaders to bring you the best AI tools. Don’t get left behind - embrace the future of financial advice today! #FinancialAdvice #AI #FinTech
Three ways AI can transform your advice journey
https://www.intelliflo.com
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What a week! Last week, Stuart Alsop and Aaron Thiele had the pleasure of attending the Wealth Adviser National Congress on the stunning Hamilton Island, one of Australia’s top destinations! ??? It was wonderful to connect with so many of you and discuss the future of financial advice. Special shoutout to Wealth Adviser for hosting such a phenomenal event. We look forward to continuing the conversations and seeing you next year! #WTFinancialGroup
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Is manual compliance taking up too much of your time? ? Learn how new technology can automate the process and improve your accuracy. Read the full article from RIA Intel. #Compliance #AdvisorTech #Intelliflo #RIA
Technology Brings Relief to Advisors Wrestling with Regulatory Compliance
riaintel.com
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Outsourced investment management can reduce the resources needed to run your US advisory business. Building a strong TAMP-advisor relationship is vital. Want to know how? Focusing on effective communication, mutual understanding, and shared goals make this partnership work seamlessly. Learn more in our blog: https://okt.to/7npkPt #FinTech #RIAs
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?? ???????????????? ??????: ???????????????????? ???????????????? ????????! ?? We’re excited to announce that our favourite event of the year, intelliflo innovate 2025, is happening on Tuesday 10 June 2025! After the amazing time we had at this year’s event with over 700 attendees, we can’t wait to do it all over again – but even bigger and better! What's in store? ?? Epic speakers: Get ready to be inspired by some seriously awesome presenters. ?? Insightful breakouts sessions: The agenda will deliver a diverse range of topics so you can dive into the latest and greatest in these interactive sessions. ?? Networking: Meet and mingle with fellow pros, industry leaders, and the intelliflo team. ?? Amazing new venue: This state-of-the-art location is set to provide an even more dynamic and engaging experience for all delegates. ?? Date: Tuesday 10 June 2025 ?? Location: Convene Sancroft, St Paul’s, London Don’t miss out on the chance to learn, connect, and grow with us: https://okt.to/3ov4OW #intellifloinnovate #FinTech #FinancialAdvice