Nick Eatock

Acquisition completed on 30 September

Value comes from continuity of service

‘Next generation’ of Intelliflo Office

UK regulatory standards ‘remain strict’

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Söderberg’s tools integrated directly into Intelliflo’s platform

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Launched at Intelliflo Innovate 2025

Offering regulated firms a controlled space to trial advanced technologies

Generated more revenue and serviced more clients