intelliflo, the leading cloud-based technology platform for financial advisers, has today launched intelliflo IQ, its first suite of AI and algorithmic tools embedded directly within intelliflo office, developed in collaboration with wealthtech AI partner Multiply.
Designed to meet the rising demand from the 43% of advisers already leveraging AI1, intelliflo IQ introduces two integrated tools to the adviser community: intelligent engagement assistant and intelligent advice assistant. These applications embedded directly into intelliflo office, delivering AI-powered support across the entire advice process and are testimony of intelliflo’s continuous efforts to innovate and enhance its proposition for advisers.
The intelligent engagement assistant
Following the successful test phase and rollout to early adopters, the first phase of today’s launch introduces intelliflo IQ’s intelligent engagement assistant – a new capability that transforms how advisers capture, review and mange client interactions.
The assistant automatically records client meetings, captures key details such as goals, income changes and investment preferences, and generates accurate, compliant summaries in seconds. By instantly updating fact-finds and ingesting both digital and physical documents, advisers can reduce their cost-to-serve by up to 85% of their admin time and focus on what matters most – their clients. Powered by advanced imaging and audio AI, IQ reviews and replays client discussions to create precise, compliant records. Following review and approval by the adviser, handwritten notes, audio files and PDFs are seamlessly converted into structured updates to the fact find (for over 190 fields), producing high-quality, personalised client documents, emails and letters in seconds.
Driving efficiency and better outcomes
By embedding AI into the advice journey, intelliflo IQ enables firms to reduce administrative burden and improve productivity without sacrificing quality or oversight. It’s part of intelliflo’s wider mission to connect every stage of financial advice, from engagement to implementation, through smart, data-driven technology.
A second module, the intelligent advice assistant, is due to launch later in 2026 and will use an algorithmic advice engine to proactively identify client needs and suggest tailored solutions.
Nick Eatock, CEO at intelliflo, said: “The launch of intelliflo IQ marks a significant moment for both intelliflo and the adviser community. By embedding AI across the advice journey, we’re giving firms the tools to work more efficiently, improve data integrity, and elevate client engagement.
“Advisers tell us time and again that rising costs and admin burdens are their biggest challenges. With intelliflo IQ, we’re directly addressing that – reducing time spent on manual tasks, freeing up capacity for growth, and helping firms deliver better outcomes for their clients.”
Early adopters of intelliflo IQ have been impressed by how powerful the tool is:
James Hancher, Managing Director at Titan Wealth said: “After thoroughly testing intelliflo IQ with intelliflo for several weeks, we are highly impressed by its potential to enhance the efficiency of our advice teams across the country. The ability to capture and accurately record client meetings, update the fact-find, and produce post-meeting notes within minutes holds significant promise for improving our overall client service.”
Tom Wilson, Advisory Manager at MAC Financial Limited, said: “As one of the firms that was selected for early access to intelliflo IQ, we’ve been using it within our business for several weeks and have been really impressed with it. It is streets ahead of other AI tools we’ve looked at, and we’re excited to see the efficiencies it brings for our advisers and clients alike.”
