ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle ...

Global investment firm The Carlyle Group Inc. CG announced an agreement to acquire intelliflo from Invesco Ltd. IVZ as part of its strategy to deepen exposure to financial software. Founded in 2004 ...

Tenet is rebranding a number of its offerings to focus on a sole Tenet brand, as it builds a new customer relationship management system in the wake of complaints over adopting Intelligent Office. The ...

Tenet is rebranding a number of its offerings to focus on a sole Tenet brand, as it builds a new customer relationship management system in the wake of complaints over adopting Intelligent Office. The ...

The purchase price of up to $200 million is comprised of $135 million at closing, and up to an additional $65 million in potential future earn outs. Carlyle has agreed to buy Intelliflo from Invesco ...

Brokers in the Tenet network have been venting their frustration at being forced to move their business onto Intelliflo’s Intelligent Office customer relationship management platform. Mortgage ...

Fintech firm Plannr Technologies has officially launched its customer relationship management (CRM) tools to the intermediary market. Plannr said the market for adviser CRM has been heavily dominated ...