Technology provider for financial advisers Intelliflo has been bought by investment firm Invesco for an undisclosed fee.
The back office provider has been owned by European private equity investor HgCapital since 2013. Intelliflo offers its back office Intelligent Office (iO) software and supports around 30% of UK advisers...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Fees 0.1% per annum or £20 per month
Square Mile's series of informal interviews
Percival on DB suitability
First trading loss in five years