Who we are

Our solutions power the advisory experience, so you can focus on what matters most.

We support more than

30,000
16,956

advisors

We represent over

3 million
0

end-investors

With over

$1 trillion

assets serviced across our platforms

Bringing together leading businesses in the financial services sector

We put our combined experience and expertise to work for our customers across the globe. We deliver intuitive solutions that simplify their processes, adapt to their needs, and help their businesses grow.

  • Intelliflo - UK’s #1 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 investment management solution

intelliflo now provides a broader range of solutions than ever before to power the advisory experience

  • Financial planning - enabling financial advisors and professionals to help individuals manage their finances, create detailed plans and forecast future financial scenarios.
  • Practice management - driving efficiencies through the front, middle and back office processes in the provision of financial advice and servicing investors.
  • Portfolio management - empowering financial advisors to generate and manage investments on behalf of end-investors.
  • Digital advisory - scaling advisory businesses by allowing end-investors to efficiently 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.

New solutions, same commitment

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, 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.

Our solutions