Meet intelliflo
Our solutions power the advisory experience, so you can focus on what matters most.
Who we are
30,000
Supported advisors
3 million
Represented end-investors
$1 trillion
Assets serviced across our platforms
A broad range of capabilities
We now provide more capabilities than ever before to power the advisory experience.
Practice management
Driving efficiency through front, middle and back office processes in the provision of financial advice and servicing investors
Financial planning
Enabling financial advisers and professionals to help individuals manage their finances, create detailed plans and forecast future financial scenarios
Portfolio management
Empowering financial advisors to generate and manage investments on behalf of end-investors
Digital advisory
Scaling advisory businesses by helping end-investors engage, onboard and self-service with regulatory and compliance approved guardrails
Managed services
Working with our customers to help them use our solutions effectively and efficiently, from portfolio allocation to performance reporting and billing
intelliflo and Invesco – a powerful alliance
intelliflo remains independent in operations to Invesco, but draws from its strengths.
After bringing together Invesco’s digital advisory solutions under our global intelliflo brand, intelliflo remains dedicated to powering the entire advisory lifecycle. We achieve this through our range of open architecture solutions as the global leader in financial advice technology.
Bringing together leading providers in the financial services sector
With over 20 years of experience and expertise in this industry, we continue to provide award-winning solutions for our customers across the world. We bring intuitive solutions that simplify your processes, adapt to your needs and help you to grow.
Intelliflo
World-beating practice management and digital engagement software provider.
i4c
Leading integrated cashflow modelling solution.
Jemstep
Market-leading digital advice provider.
Portfolio Pathway
Cutting-edge wealth management solution.
RedBlack
Best-in-class trading and rebalancing solution.
office
One powerful platform to drive your business forward. intelliflo office helps you evolve and adapt to meet your clients’ changing needs
redblack
intelliflo redblack powers rebalancing and trading for registered investment advisors (RIAs) of all sizes, including family offices
managed
intelliflo managed delivers the potential benefits of a configurable, fully outsourced service that includes investment management to RIAs in the US.
Global outlook, global reach
We are rapidly expanding around the world. Our customers are based in the UK, United States and Australia.
Our offices
Find our office locations across the world.
Press office
Got a media inquiry? We’d love to hear from you – get in touch.
Join us
We’re constantly on the lookout for talented, driven people to help us transform financial advice.