KL
Kate Lachance
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Work Experience
N/A
Mar 2021 - Present · 3 years and 9 months
N/A
Jan 2018 - Mar 2021 · 3 years and 2 months
N/A
Oct 2016 - Dec 2017 · 1 years and 2 months
Company Details
201-500 Employees
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. Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.
Year Founded
2004
Social Media
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Industry
IT Services and IT Consulting, Outsourcing of financial services and administration, Software
HQ Location
Wellington House 60-68 Wimbledon Hill Road Wimbledon, England SW19 7PA, GB
Keywords
FintechSaaSSoftwareFinancial ServicesCashflow Planningand Wealth Management
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