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Top News In போர்ட்‌ஃபோலீயோ நடைபாதை Today - Breaking & Trending Today

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 ....

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Riskalyze Fintech Report Card: July 2021

Riskalyze Fintech Report Card: July 2021
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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The latest in financial #AdviserTech — April 2021

The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021
35
MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers. ....

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Nick Eatock: The new intelliflo

The new intelliflo, a combination of five Invesco-owned tech businesses from the UK and North America, is more than a rebrand and decapitalising the 'I', writes Nick Eatock, who sheds some light on the latest move for the advice technology company ....

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AssetMark Buying Voyant for $145M

“The deal makes sense,” Joel Bruckenstein, president of Technology Tools for Today (T3), told ThinkAdvisor Tuesday.
“Everyone is focusing on ‘financial wellness’ and or financial planning. This clearly will strengthen AssetMark’s abilities in these areas, and it will give the Voyant products the distribution that they need,” he explained.
“The significance of” the AssetMark and Invesco announcements on Monday is that “they both are positioned to go head to head with Envestnet,” according to Timothy Welsh, president, CEO and founder of consulting firm Nexus Strategy.
(Invesco said Monday that it has combined five software businesses it acquired in recent years Intelliflo UK, i4C, Jemstep, Portfolio Pathway and RedBlack under the Intelliflo brand name.) ....

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