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.
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Our US team recently attended Future Proof Citywide and brought back valuable insights. Check out the latest from Paul Wharf, RFC® 👇
Future Proof Citywide wasn’t just another conference; it was a glimpse into the future of wealth management. Can’t wait for the next one!
We know that changes in technology providers can be challenging. Whether your current provider is selling, pivoting, or sunsetting, we're here to help you navigate these shifts confidently. ⬇️ Our commitment: - Guidance: We provide insights to help you make informed decisions. - Support: Our team ensures a smooth transition to new platforms. - Resources: Equip your staff with the rebalancing and trading tools needed for enhanced efficiency and client service. Explore our latest article for strategies on managing vendor transitions effectively:
intelliflo innovate is our premier UK event, bringing together professionals from financial advice practices and leading tech firms. Why should you attend? Here are just a few reasons: 👇 - Discover our latest innovations - Stay updated on industry tech trends - Soak in the vibrant atmosphere of St Paul’s - Get inspired by fantastic speakers - Network with fellow professionals - Earn CPD credits for your professional development 🎟️ We still have some spaces left - grab yours here: https://okt.to/OHi3BV
It's inspiring to see our customers succeed! William Pickering, Financial Adviser at The Intuitive Group, shares his experiences since adopting intelliflo office. 👇 Read the full customer success story to learn more about The Intuitive Group's journey with intelliflo ➡️ https://okt.to/wypNvI #CustomerStory #AdviceTech
When it comes to managing your clients' investment portfolios, you have two options: 1. Build the capability internally by hiring and buying the right technology. 2. Outsource to a trusted partner. Both options have their pros and cons. How do you decide which option is the right fit for your firm and clients? Read our whitepaper to help you choose: https://okt.to/c4ZLPQ
The results are in from our latest poll! 🗳️ It seems that most of you are eager to dive into the latest tech trends at innovate. With an exciting agenda on the way and an amazing panel of technology partners, you’ll get all the information you need to boost your efficiency. If you haven't registered yet for our UK flagship event, now's the time: https://okt.to/hMzSfC
In our latest interview, Rob Tedder, Sales Lead of PlannerPal in the UK, dives deep into how their AI assistant is transforming the financial planning industry. Discover how features like the AI note taker, smart document generator, CRM updater, and client intelligence platform are not only saving time but also enhancing client relationships and business outcomes. 🤝 Rob shares real success stories and upcoming innovations that promise to keep PlannerPal at the forefront of AI technology in financial services.
“Free” rebalancing software might seem like a great deal, but hidden costs could be slowing your US firm down. Spending time on manual processes or patching together disconnected tools takes you away from what matters most: growing your business and building stronger client relationships. From limited features to poor integration and compliance gaps, what’s the real price of you pay for "free"? Find out more: https://okt.to/D6LftA #Fintech #WealthManagement #RIAs
With consumer preferences and spending habits shifting, the one-off annual advice fee is no longer aligned with modern expectations. Our whitepaper, Advice, evolved explores how progressive payment models could better align with client expectations and improve the accessibility of financial advice. 📎 Download it to discover the 7 biggest shifts reshaping the Australian financial advice landscape: https://okt.to/m43Uc6
Exciting news from our new UK partner, AdvisoryAI 🎉 This collaboration showcases the incredible power of AI in transforming financial advisory processes. We're thrilled to embark on this journey together!
With the integration between AdvisoryAI and intelliflo, financial advisers can now seamlessly update client fact finds within intelliflo, ensuring key details are always up to date. Instead of manually managing client data, you can pull essential information directly from intelliflo into AdvisoryAI for reports. 📑 Once your meetings are complete, effortlessly push new insights back into intelliflo’s fact find fields with a single click. Thank you to the intelliflo team for this seamless integration. It’s all about saving time, reducing manual effort, and ensuring accuracy in every step of the advisory process. ✨ Audrey Phillips Nick Rae Natalie Beer #AdvisoryAI #intelliflo #FactFinds #FinancialAdvisers
