IntelliFlo

How you use AI can change from task to task

‘Next generation’ of Intelliflo Office

UK regulatory standards ‘remain strict’

Söderberg’s tools integrated directly into Intelliflo’s platform

Carlyle acquired Intelliflo from Invesco for £148.6m in August

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

Purchased confirmed after reportedly coming out on top in a bidding war race

Private equity group Carlyle secures ownership of Intelliflo

More than two-fifths are now using AI, Intelliflo has found

Advisers more than doubled number of clients onboarded each week