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State Farm taps Invesco-owned Intelliflo fintech


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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 ....

Tim Gerend , Scott Reddel , Jennifer Valdez , Sarah Mineau , Northwestern Mutual , Farm Investment Planning Services , State Farm , Portfolio Pathway , State Farm Investment Planning , North American , ஜெனிபர் வால்டெஸ் , சாரா மீனேௌஉ , வடமேற்கு பரஸ்பர , பண்ணை முதலீடு திட்டமிடல் சேவைகள் , நிலை பண்ணை , போர்ட்‌ஃபோலீயோ நடைபாதை , வடக்கு அமெரிக்கன் ,

State Farm Selects intelliflo to Give Agents a New, Easy-to-Use Digital Wealth Platform to Expand Financial Advice Services

State Farm Selects intelliflo to Give Agents a New, Easy-to-Use Digital Wealth Platform to Expand Financial Advice Services
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Jennifer Valdez , Sarah Mineau , Farm Investment Planning Services , State Farm , State Farm Investment Planning , ஜெனிபர் வால்டெஸ் , சாரா மீனேௌஉ , பண்ணை முதலீடு திட்டமிடல் சேவைகள் , நிலை பண்ணை ,

Thousand Oaks Insurance Agent Releases 'How Insurance Agents Help with Investments and Retirement Planning'


Thousand Oaks Insurance Agent Releases ‘How Insurance Agents Help with Investments and Retirement Planning’
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Many people already know that the right kind life insurance can be an investment tool, helping plan for college expenses, loss of income and even retirement, but how many know the other investment options that are available from local Thousand Oaks insurance agents? Cary Runnels from Thousand Oaks State Farm Agency has prepared a summary of the available investment and retirement planning tools.
Investments, retirement planning, education funds and life insurance are all part of critical estate planning for providing for the future.
THOUSAND OAKS, Calif. (PRWEB) ....

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