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REGISTER NOW Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Insurance giant State Farm announced plans to migrate its brokerage business onto Intelliflo’s platform in an effort to boost agents’ ability to offer investment management and financial planning. Agents will get a single program to recommend products across brokerage and advisory accounts, and Intelliflo will provide risk mapping, goals-based planning, and some client self-service tools. In 2018, Invesco acquired Intelliflo, which provides wealth management software to roughly 37% of financial advisors in the U.K., Financial Times. Then in March, 2021, Invesco merged it with i4C, another U.K. based fintech that offers cash flow modelling, and U.S.-based companies Portfolio Pathway (portfolio management and reporting), RedBlack (trading and rebalancing) and Jemstep (white-label robo advice), bringing all five companies under the Intelliflo ....
State Farm Selects intelliflo to Give Agents a New, Easy-to-Use Digital Wealth Platform to Expand Financial Advice Services prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.