intelliflo portfolio

Intelliflo offers a business management and cash flow planning software intended for the financial advisory industry.

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Products and services

The company offers tools to streamline business management systems as well as for portfolio and cash flow management, enabling clients to reduce manual processes and improve efficiency.

intelliflo

Category

Portfolio Management

Country

United States of America

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About the business

Intelliflo widens access to financial advice through technology which powers the financial advisory experience. The company uses open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help their customers thrive and grow. The solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across Intelliflo’s platforms.

History

Founded in 2004 by Akeel Ahmed and Nick Eatock.

About the owners and the team

The company was acquired by Invesco through a GBP 200 million LBO on June 4, 2018. Nick Eatock is a Co-Founder and serves as Chief Executive Officer at Intelliflo. He has worked for 25 years in IT and 14 years in financial services.

Simple solutions for complex times.