intelliflo launches new in-app AI assistant Flo to streamline adviser support and reduce admin burden

Sydney, 17 February 2026: intelliflo, the global cloud-based technology solution for financial advisers, has launched Flo, a new in-app AI-powered assistant designed to help advisers navigate the platform faster, reduce administrative workload, and spend more quality time with clients.

The launch comes as financial advisers face increasing pressure to manage disconnected systems, multiple roles and rising compliance and administrative tasks – all while delivering strong client outcomes and adopting new technology.

 

Pria Hussain, manager of customer success at intelliflo Australia, said Flo is designed to remove friction from the adviser journey by delivering immediate, trusted support within the platform itself. “Advisers today are already juggling client relationships, administration, compliance and business growth – often across multiple systems, she said.

“This latest update reflects intelliflo’s ongoing commitment to delivering customer-led innovation that simplifies the advice process and improves practice efficiency.”

Focused on help and support first

Flo’s initial rollout is focused on help and support, drawing on a rich foundation of information from intelliflo connect, intelliflo’s online customer community hub and SME input, enabling advisers to access answers and guidance quickly without leaving the platform. This marks the first phase of a broader AI roadmap that will expand Flo’s capabilities over time.

Future AI-led enhancements

intelliflo plans to introduce additional functionality including automating task creation, data summarisation across workflows, and audio input allowing advisers to talk instead of type.

Longer term, Flo’s roadmap will include proactive messaging and insights, Flo embedded within intelliflo’s client portal, integrated reporting within business intelligence dashboards, memory and episodic functionality, and bi-directional streaming for more natural conversational experiences.

Flo has been built and maintained entirely by intelliflo as an AWS-native capability, powered by Amazon Bedrock, giving the company full control over its security, roadmap, functionality and user experience.

Say hello to Flo