Forms & fields
COMING SOON IN 2026
Customisability.
Add your own fields and reshape screens, live in minutes.
Build your own screens, capture your own data fields, and mandate the ones that must be completed. Governed centrally, live in minutes rather than months.
Your fields, your layout, live in minutes.
Governed centrally
COMING IN 2026
Toggle sections, add or reorder fields, the choice is yours.
Start from our standard template and configure it to fit - add your own fields, set which are mandatory, show or hide fields, reorder them, and add new sections. You're in complete control.
Or, simply switch sections on or off, and watch the fact-find rebuild live, with no code and no release cycle:
Every screen, shaped to your firm.
Fact-find, client records and plans, the same customisability runs across intelliflo office. A few examples of what firms can build.
Configured fact-find
Firm-specific sections and custom fields, in one flow.
Client records
Capture the data your proposition depends on, natively.
Solution design
Shape plans and solutions around your firm's own approach.
How it works
Two connected technologies make the front end yours.
Everything you configure is powered by two technologies sitting behind the interface. Together they turn the front end into something you shape, not just accept.
intelliflo.fields
Add your own data fields anywhere in intelliflo office, in minutes rather than months. Not bolt-ons, every field is governed centrally, structured properly, and behaves like a native part of the platform. Your data stays clean and consistent across your whole firm.
intelliflo.forms
How the screens themselves are built. Pages are configurable and composable, build them, rearrange them, and branch them where you need to, all grown from a global template we provide and keep up to date. Enterprise-grade control when you need it.
Configurable, always governed.
IQ Engagement
Captures client meetings and auto-fills the fact-find in real time.
Live in minutes
Add a field or reshape a screen and it's live, no release cycle, no development project, no waiting months.
Native, not bolted on
Your fields flow into reporting, workflow and AI just like standard ones, feeding the platform's data layer.
Stays current
Your configuration grows from a global template we keep up to date, so you get platform updates without losing your customisation.
Drag, scroll or use the arrows
How it flows
All your data in one place, a single view of your business.
As advisers work, data streams into the layer automatically, standard fields, your custom fields, transactions and integrations. It's cleaned, governed and made instantly available to everything that needs it.
Sources
Fact-find & advice journey
Your custom fields
Transactions & valuations
Store integrations & feeds
The data layer
Governed · cleaned · live · on Snowflake
One schema
Full lineage
Access controlled
Outputs
Reporting & dashboards
Management information
Flo Studio AI & agents
Consumer Duty & audit
Your data model
Full control over your data model.
Define the entities, fields and relationships your firm actually works with. Set your own validation and structure, and it all stays governed centrally, so what you capture matches how your firm really operates.
Model entities and relationships to fit your firm
Set your own fields, rules and validation
Governed centrally and feeds the whole platform
STAY IN THE LOOP
Register your interest.
Configurable forms and fields arrive through 2026.
Fill in the form and we'll send you updates as they're released.
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.