COMING SOON IN 2026
The next generation of advice.
A living platform which shapes itself around your firm. Configure it yourself, ask it for what you need, and let agentic AI you control do the heavy lifting.
A new era of advice technology is coming to you in 2026.
Briefing ready
for your 9:00 review
Anomaly flagged
on 2 client portfolios
Review due
James Fraser, next week
Fact find updated
190+ fields synced
Suitability checked
no gaps found
COMING IN 2026
Four strategic areas of development
Rebuilt from the ground up. intelliflo office works the way you do, with AI and agentic automation under your control. The next generation of advice lands in 2026.
Customisability
01
Add your own fields and reshape any screen, live in minutes.
Build your own screens, and capture and mandate your own data fields with configurable forms and fields, governed centrally and live in minutes. Start with the fact-find and toggle sections to watch it rebuild live.
intelliflo.fields
intelliflo.forms
Live fact-find demo
IQ Studio
02
Build playbooks that automate the work.
IQ Studio is where advisers stop filling in forms and start instructing agents — with governance, audit, evidence packs and security built in. Launch ready-made playbooks or build your own to automate admin, surface what needs your attention, and manage approvals.
- Launch playbooks from a growing library
- Nothing external is sent without your approval
User experience
03
New journeys and processes - tailored to you.
One joined-up advice journey, aligned to your firm's suitability guidelines, with goals at the heart and cashflow as the foundation.
- Every screen rebuilt from the ground up
- A smoother advice journey and processes
IQ assistants
04
A suite of assistants embedded into intelliflo office.
intelliflo's IQ assistants puts AI where advice professionals already work, supporting them through the everyday work of advice. Six assistants: Engagement, Advice, Quality, Compliance, LOA and Pre-Meeting Preparation, all built to cut admin and raise quality across the journey.
IQ Engagement
Live Today
Captures client meetings and auto-fills the fact-find in real time.
IQ Advice
Coming soon
Drafts advice grounded in your objectives, risk profile and firm rules.
IQ Quality
Coming soon
Reviews suitability and advice quality before it reaches the client.
IQ Compliance
Coming soon
Firm-level conduct monitoring to support Consumer Duty and reporting.
IQ LOA
Coming soon
Automates Letters of Authority processing, one of the most time-consuming admin tasks in advice.
IQ Pre-Meeting Preparation
Coming soon
Assembles client meeting 'prep', pulling the right information together before anyone asks.
Scroll sideways to see all six
COMING IN 2026
A one-click upgrade for intelliflo customers.
Next generation arrives as a one-click upgrade. Same data, same processes, and no migration. Your firm simply switches on the new experience and keeps working. Explore what is coming below.
STAY IN THE LOOP
Register your interest.
Want to stay in the loop? Fill in the form and we'll send you updates as they're released.
The next generation of intelliflo office arrives through 2026.
66%
of the UK's biggest advice firms trust intelliflo office.
£505bn
in assets under advice run on intelliflo office.
29,000+
advice professionals across the UK and Australia.
4.1 / 5
from 9,500+ customer-survey responses.
The “up to 85%” and “250+ fields” figures are intelliflo's own claims and describe potential, not a guarantee. Adoption counts are point-in-time in 2026 and continue to grow.