Intelliflo
About Intelliflo
Intelliflo provides business management software and CRM solutions for financial advisers and advisory firms. The company offers tools for portfolio analysis, rebalancing, and trading through its intelliflo office and intelliflo redblack platforms. Recent coverage has focused on strategic partnerships and the integration of whole of market research tools to improve administrative efficiency for wealth management professionals.
FF News has published 12 stories featuring Intelliflo since 2023, most recently "intelliflo Acquires Mabel Insights to Embed Whole-of-Market Research into Advisory Workflow" (12 October 2026).
Part of: Carlyle
Latest Intelliflo news
- intelliflo Acquires Mabel Insights to Embed Whole-of-Market Research into Advisory Workflow 12 October 2026
- FE fundinfo Integrates Nexus with intelliflo to Reclaim 192 Hours for Financial Advisers 30 September 2026 TradeTech Eye
- AI Adoption Among UK Financial Advisers Surges to 74% as Efficiency Gaps Persist 23 July 2026
- intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency 6 February 2026
- Aberdeen Adviser Partners with intelliflo and ZeroKey to Deliver Next-generation Adviser Integration 10 September 2025
- Eton Advisors Enhances Rebalancing and Trading With Intelliflo Redblack 13 May 2025
- intelliflo redblack Recognized as Best Financial Advisory Platform by FinTech Breakthrough 20 March 2025
- UK Financial Advice Gap Persists, With 73% of Clients Now Over 50 26 February 2025
- UK Financial Advice Gap Persists, With 73% of Clients Now Over 50 26 February 2025
- UK Financial Advice Gap Persists, With 73% of Clients Now Over 50 26 February 2025
- Alpha Capital Family Office Successfully Launches intelliflo redblack to Support Ongoing Momentum 6 February 2025
- intelliflo redblack Enhancements Empower Advisors with Greater Control of their Data 11 September 2023