Intelliflo is a SaaS-based company that provides business management and cash flow planning software for the financial advisory industry. Their solutions cover financial planning, practice management, portfolio management, digital advisory, and managed services. They support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion advised across their platforms. Intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, drawing from its strengths to power the entire advisory lifecycle through their range of open architecture solutions. They are committed to creating commercial software that allows advisors, institutions, and investors to unlock technology-enabled possibilities and are a key part of Invesco's ambition to build the future of wealth management.