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News, Comment & Analysis results for intelliflo

M and A
August 27, 2025

Carlyle Buys Wealth Advisor Software Business For Up To $200 Million

The transaction is designed to boost the position of intelliflo in the UK and accelerate its

Technology
August 6, 2024

How Tech Can Cut Costly Manual Data Errors For Family Offices, RIAs – SEI

One of the takeaways from the collaboration between the firms is that using the platform cuts the

Technology
July 31, 2024

Digital Digest: The Latest Tech News – intelliflo, SEI, Canoe Intelligence

The latest technology news in the wealth management sector from around the world.

Technology
June 30, 2022

Digital Digest: The Latest Tech News – Fortitude Family Office, Intelliflo

The latest digital and technology innovations, product and service developments in the world's

Comment & Analysis results for intelliflo

Award Winners

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Cetera Adds $1.8 Billion Seattle-Based Wealth Firm

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Rockefeller Capital Management In New Growth Phase, Eyes International Potential

Goldman Sachs Steps Up Venture Capital Capabilities

AI Implementation Dominates Family Office FinTech Summit

Wealthier US Investors Hold Alternatives, But Some Haven't Talked To Advisors About It – Study

SEI Names US Private Banking Chief Revenue Officer

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