Search Results | Showing 1 - 10 of 17 results for "Intelliflo" |
| | | 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, to be run by a separate management team. intelliflo ... |
| | | | AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard ... |
| | | | ... millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional adviser does comes at a critical time, with the government's introduction ... |
| | | | intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ... |
| | | | ... how to plan for, according to industry experts. A panel of experts from different branches of financial advice at the intelliflo roundtable yesterday agree that Australia's booming wealth is an opportunity the advice profession can get in front of. ... |
| | | | Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ... |
| | | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | | Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ... |
| | | | ... guaranteed wins are," it said. Exceptions are well-established entrants with patient capital, Finura explained, such as Intelliflo or Financial Services Company (FNZ) as well as products requiring little localisation effort. "The bold may see depressed ... |
| | | | ... created role, Alsop will be responsible for business development and building a sales team in Australia. Alsop joins intelliflo from FE fundinfo where he was head of business development; he led the sales and marketing team in Australia and New Zealand. ... |
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