How advice platform tools can give advisers their time back

The same logic applies to workflow. At intelliflo, we’ve built our tasks and workflows engine based on direct customer feedback, and the principle behind it is straightforward. Instead of chasing steps manually, outcome-triggered processes move forward automatically once conditions are met. And when you’re ready to implement the financial plan, wealthlink, our seamless platform integration, lets you carry out client investment requirements from inside intelliflo office, with no logging in elsewhere and no rekeying required. The result is a substantial time saving of around 40 hours for every 100 clients, compared to doing the same work across separate systems.

What does automation look like in practice? Consider what happens around a client meeting. An AI-powered engagement assistant can record the conversation, capture client data and goals, transcribe the discussion and generate compliant records, all without you needing to step away from the client to take notes. Post-meeting, documents are produced in minutes and data is updated without manual rekeying. You review and approve, with the routine steps handled by technology.

Compliance is also strengthened. Many advice firms experience compliance as a separate layer of work; something that runs alongside the advice process and demands its own time and attention. Technology can change that by capturing audit trails, suitability evidence, client communications and review records as part of the natural workflow. It becomes embedded in how the work gets done, rather than bolted on at the end, with much of the burden met by technology, overseen by human compliance specialists.

Established digital tools also play a key role in streamlining advice and improving the client experience. Digital fact-finds, secure portals, e-signatures and real-time valuations make the advice process more transparent and accessible. When administration moves faster and more smoothly, you can be more responsive. This affects efficiency and the client relationship. Clients are already familiar with financial technology. Most will use a banking app on their phone regularly and they expect you to be just as digitally capable.

Technology, being built now, and likely to be in your hands by the end of the year, will push efficiency further. Agentic AI is a prime example. Where generative AI tools respond when you prompt them, agentic AI works continuously in the background, scanning for anomalies, preparing you for upcoming client reviews and flagging where a decision is due. It puts what needs attention in front of you and handles preparation, while you stay in control of every decision. In the next generation of intelliflo office, this kind of capability will be built in and made openly available, so that other tools a firm uses can benefit from it too.

The case for technology adoption is increasingly measurable. Our eAdviser Index segments firms by how fully they use available technology, and the data is consistent. Firms that use more of intelliflo office’s capabilities serve more clients per adviser, manage more assets under advice and generate more revenue. The gap between the highest-adopting firms and the lowest is substantial and growing.

The industry is changing and the firms making fullest use of these tools are already serving more clients with the same teams, without compromising on the quality of advice. The sooner you build them into how you work, the more time you get back to spend with clients.

This article was first published in IFA Magazine on 13 July. Please find a link to the original piece here.