The market closes in an hour, and your models have just flagged a handful of accounts for rebalancing. But your platforms don’t talk to each other, so you’re toggling between screens, manually ...

The last few years have tested even the most resilient, seasoned RIAs. They’ve seen a once-in-a-century pandemic that upended global economies, the highest inflation surge since the 1980s, and the ...

intelliflo, the fintech company owned by and operating independently from Invesco, said it’s helping users of its portfolio management software save time with a critical housekeeping update. On ...

Institutional Investor recently spoke with Lisa Jacobs, Head of Product Management – intelliflo redblack at intelliflo. intelliflo is the global financial advice technology division of Invesco. We ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Combining financial expertise with innovative AI engineering, the Aveni ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The next generation of its intelliflo office practice management system ...