Intelliflo and i4C in the UK and Jemstep, RedBlack and Portfolio Pathway in North America, have been merged under the Intelliflo brand, the companies’ new global name.

The five businesses, owned by fund manager Invesco, currently support 30,000 financial advisers worldwide and more than 3m investors who invest nearly £650bn across its platforms.

Intelliflo says that the new global brand will give customers a broader range of solutions that “span the advisory lifecycle, from Financial Planning and practice management to portfolio management solutions, digital advisory and managed services.”

The company has unveiled a new brand image and logo and new names for its products. 

The changes see: 

• Intelliflo UK’s Intelligent Office becoming intelliflo office
• i4C becoming intelliflo planning 
• Jemstep Advisor Pro becoming intelliflo office 
• Portfolio Pathway becoming intelliflo portfolio 
• RedBlack becoming RedBlack an intelliflo solution 

Nick Eatock, chief executive of the Intelliflo, said: “We are well on the way to creating the most advanced open architecture products and solutions available, with five of the most robust, best-in-class solutions all under one roof. We want to create a seamless advisory experience, so our customers can focus on what really matters to them: advising their clients. 

“Financial advice has never been more important, and all our data shows that the pandemic has dramatically accelerated the adoption of technology by both advisers and their clients. We are excited by the opportunity and responsibility we have in helping our customers’ businesses thrive and grow.

“We will be working with our customers throughout 2021 to make sure they can take full advantage of the new intelliflo solutions. In the meantime, there are no service changes for existing customers.”