intelliflo has announced today, in Nick Eatock’s plenary session at its annual customer conference, that ‘intelliflo innovate’, has launched of two powerful new propositions to the adviser community available through intelliflo office: intelliflo IQ and intelliflo video. These solutions are designed to drive efficiencies, unlock the power of data and empower closer relationships with clients by freeing up time advisers can spend on engaging with their clients.
intelliflo IQ marks the launch of intelliflo’s first proprietary suite of AI and algorithmic applications, developed in collaboration with wealthtech partner Multiply. Designed to meet the rising demand from the 43%[1] of advisers already leveraging AI, intelliflo IQ introduces two integrated tools: Intelligent Engagement Assistant and the Intelligent Advice Assistant. These apps embed directly into intelliflo office, delivering AI-powered support throughout the entire advice process. The tools will be available to early adopters this month, with a broader rollout planned for later this year.
intelliflo IQ’s intelligent engagement assistant will enhance the way customers engage with their clients, whether online or face to face by joining up financial planning with advice. From onboarding new clients, to supporting existing clients with their ongoing reviews – intelliflo IQ will redefine how financial advice is delivered. intelliflo IQ achieves this by providing intelligent ways to capture, review and replay information advisers discuss with their clients automatically generating accurate and compliant records. It uses advanced imaging and audio AI to seamlessly convert handwritten notes, PDFs and audio files into comprehensive and structured updates to the fact find to deliver high-quality, personalised client-facing documents, emails and letters, saving hours of manual work.
intelliflo IQ’s intelligent advice assistant helps advisers to proactively and efficiently identify material changes in client’s individual circumstances and goals and plan for these. Powered by an advanced algorithmic advice engine it will provide advisers with automated health checks and suggested solutions aligned with the advisers’ philosophy.
Nick Eatock (pictured), CEO at intelliflo, said: “By joining up financial planning with advice through the integration of AI across the process, intelliflo IQ enhances the entire advice process while giving advisers back time to do what truly matters –building stronger client relationships and improving consumer outcomes.
“With the ability to save 85% of the time spent on reviews – equivalent to £70,000 in annual productivity gains per adviser – this is a major leap in delivering on our commitment to driving efficiencies, improving data quality, and ultimately reducing advisers cost to serve.”
intelliflo video
In response to growing demand for video-led client content, intelliflo is launching intelliflo video. The module simplifies complex financial concepts, enabling users to make more informed financial decisions and will be available in intelliflo store shortly.
Despite the rise of hybrid client engagement (now at 92%), less than a quarter (23%) [2]of firms currently provide video content for their clients. Yet over half (59%) of firms agreed that educational video content for their clients would make life easier.
Every video experience will be directly relevant to the advice each client is receiving to reassure clients across all ages and involve them much more in the advice process. Educational content and insightful product videos from leading UK providers, such as M&G and Invesco, can be accessed and shared with clients directly through intelliflo office, empowering closer client relationships.
Nick Eatock, continued: “This capability is a significant step forward to empower closer client relationships through engaging client experiences while providing users with personalised learning experiences tailored to their individual needs.”
These launches reinforce intelliflo’s commitment to streamline advice delivery, empower advisers, and improve outcomes not only in the UK but also the firm’s growing presence in Australia.
To support intelliflo’s commitment to improve efficiencies further, intelliflo announces a series of enhancements to its wealthlink proposition, continuing on its mission to eliminate rekeying. These changes come in response to customer feedback and will drive efficiencies in account opening and data collection while improving the user experience and offering account servicing by efficiently actioning additional contributions, transfers, and investment model changes.
Since launching in October 2024, wealthlink, the deepest ever UK integration between practice management software and an investment platform, has revolutionised the way advisers work with productivity and client outcomes improving. Clients experience account opening times reduced from hours or even days to under 10 minutes and submission errors reduced from a staggering 50% to less than 1%. Available to all advisers with an intelliflo office license, it enables advisers and planners to put their clients’ investment and pension plans into actions all from within intelliflo office.
Beyond these developments, intelliflo continues to enter partnerships that offer advisers the most compelling propositions and continually enhance features available to the adviser community. As a result, intelliflo announces additional new features and enhancements to existing products, including:
- Amazon Q – allowing advisers access to the Quicksight Q functionality, an AI-powered tool to query data directly from intelliflo dashboards.
- intelliflo data sharing – powered by Snowflake, to enhance management of information insights, data visualisation and reporting, improving speed and efficiency across data management processes.
- Zerokey – a new data transfer app removing the need to rekey client information
- Flo – intelliflo’s proprietary intelligent virtual assistant currently under development
- New Workflow Engine – launching in September, the new workflow engine will provide greater stability and automation, as the foundation for workflow to undertake the work for the adviser,
- Client Portal – a range of new features to support mobile use including additional MFA (Biometrics like FaceID and SMS) alongside simplified agreement approvals and improved user experience
Nick Eatock concluded: “Advisers regularly tell us that the biggest challenge they face is the rising cost to serve. Technology is a major enabler to reducing this cost. If you’re not embedding digital processes into your firm today, you risk being left behind. Our ongoing development of intelliflo office is designed to supercharge efficiency, deepen client relationships, and ensure firms remain competitive in a rapidly digitalising landscape.”
[1]intelliflo’s Advice Efficiency Survey 2025
[2] intelliflo’s Advice Efficiency Survey 2025
