IQ assistants
IQ assistants.
Intelligence embedded in intelliflo office.
intelliflo IQ has a suite of AI assistants, built to support advice professionals: prepare for and capture client meetings, draft advice, check quality, monitor compliance, and automate the LOA process.
Reduce your advice cost-to-serve by up to 85%.
250+ fields, one click
Six assistants, supporting the entire advice process.
intelliflo IQ is a growing suite of six assistants that support financial advice professionals in their day-to-day work, from capturing the meeting to the admin behind it. IQ Engagement is live today; the rest roll out through 2026.
IQ Engagement
Transcribes client meetings, extracts data into records and drafts suitability reports.
Live today
IQ Advice
A deterministic advice engine tuned to your firm's house rules, with reproducible, auditable outputs.
Coming soon
IQ Quality
Reviews suitability and advice quality, flagging issues before they reach the client or compliance.
Coming Soon
IQ Compliance
Firm-level conduct monitoring to support Consumer Duty obligations and regulatory reporting.
Coming Soon
IQ LOA
Automates Letters of Authority processing, one of the most time-consuming admin tasks in advice.
Coming Soon
IQ Pre-Meeting Preparation
Assembles client meeting 'prep', pulling the right information together before anyone asks.
Coming Soon
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Live today
IQ Engagement
Transforms how advice professionals capture and manage client information, it records, transcribes and analyses client meetings in real time.
- Extracts goals, income changes and investment preferences
- Generate compliant, personalised summaries and documents, or branded suitability reports within seconds
- Handles handwritten notes, audio and PDFs
- On sign-off, updates 250+ fields in intelliflo office at the click of a button
Advice professionals stay present in the meeting instead of buried in note-taking, and hours of admin disappear.
The Benefit
Coming soon
IQ Advice
Proactive and intelligent financial planning that keeps advice professionals ahead of client needs.
- Monitors real-time data to detect changes in circumstances or goals
- Performs financial health checks
- Suggests suitable, timely advice based on your firm's own guidelines
- Uses an algorithmic advice engine to identify needs at scale
A more efficient, high-impact advice process that supports better client outcomes, with fewer things slipping between annual reviews.
The Benefit
readiness
cover
efficiency
alignment
Coming Soon
IQ Quality
Adviser and case-level quality assurance, built into the journey.
- Reviews suitability reports, fact finds and meeting transcripts against FCA requirements and your firm's policies
- Flags gaps, overstatements and conduct risks
- Catches quality issues faster and more consistently than manual review
- Supports Consumer Duty and client understanding, flagging where complexity may exceed client capacity
Consistent file checking without the manual grind, so issues surface early rather than at a file review.
The Benefit
Coming Soon
IQ Compliance
Firm-level compliance oversight, the same rigour as the quality assistant, scaled across the whole firm.
- Automatically checks finalised suitability reports
- Spots and flags weak evidence faster than a manual review
- Supports SMCR and FCA reporting
A firm-wide view of quality and compliance, and faster evidencing when the regulator asks.
The Benefit
Coming Soon
IQ LOA
Automates Letters of Authority processing, one of the most time-consuming admin tasks in advice.
- Sends Letters of Authority to providers automatically
- Chases and tracks responses, with no manual follow-up
- Extracts policy details straight into the client record
- Highlights any missing information, so nothing slips through
Advisers and admin teams get hours back, and clients are onboarded faster.
The Benefit
Coming Soon
IQ Pre-Meeting Preparation
Assembles client meeting 'prep' automatically, pulling the right information together before anyone asks.
- Creates concise and actionable meeting briefs
- Gathers client records, recent activity, review points and more
- Builds the pack ahead of every client meeting
- Ready first thing, with no manual prep
Advice professionals walk into every meeting fully prepared, with zero prep time.
The Benefit
The problem we solve
Advice firms lose hours every week to administrative tasks.
Writing up meeting notes, re-keying data between systems, checking files by hand. Our 2026 UK Advice Efficiency Survey of 209 advisers found the scale of it.
24.9%
of advisers rate their firm as highly efficient - only one in four.
68.4%
cite manual data entry and re-keying as their biggest operational challenge.
29.6%
spend three or more hours creating reports.
87.1%
of AI-using firms use it only for note-taking. Almost nobody has it across the journey.
Source: 2026 UK Advice Efficiency Survey, n=209 UK financial advisers, fieldwork April 2026. Multiple-select questions sum to more than 100%.
Proof Points
Real results, already in production.
potential reduction in cost-to-serve with intelliflo IQ.
fields in intelliflo office updated at the click of a button after adviser sign-off.
files processed and 20,000+ client records updated since launch, each in around a minute.
Customer voice
From the advisers already using intelliflo IQ.
"intelliflo IQ has turned what was a slow, manual process into something quick and accurate, which makes the whole client experience feel smoother from the very first meeting. The real win with intelliflo IQ isn't just speed; it's that I'm walking into client meetings better prepared and more engaged. Less time dealing with admin means more time actually listening to what clients need."
Harry Hartill
Financial Adviser, Christian Douglass Group Limited
"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."
James Hancher
Managing Director, Titan Wealth
Frequently asked
Questions, answered.
Is intelliflo IQ available now?
The engagement assistant is live. The advice assistant is on track for later in 2026, and the quality, compliance, LOA and pre-meeting preparation assistants are coming soon.
Is our client data safe?
IQ runs inside the secure intelliflo office environment, with security, governance and audit trails built in. Data does not need to move into a separate tool.
Will AI make advice decisions for our clients?
No. IQ keeps the adviser in control of every action. Agentic capability works in the background to prepare and flag, but the advice and the final decision stay with the adviser, with governance and an audit trail behind each step.
We already use an AI notetaker. Why IQ?
The engagement assistant is native to intelliflo office, so summaries and suggested field updates flow straight into the client record (250+ fields) rather than needing to be re-keyed. IQ also complements the AI partner apps in the store rather than replacing them.
Will IQ help with Consumer Duty and FCA scrutiny?
The quality and compliance assistants are designed for exactly this: checking suitability reports and fact finds against FCA requirements and firm policy, and supporting SMCR and FCA reporting. Both are coming soon, not yet live.
We're a smaller firm. Is IQ relevant to us?
Yes. IQ is embedded in intelliflo office, and the cost-to-serve reduction is aimed at making more client segments profitable to serve, which often matters most for smaller firms.
Do we need to use all of the IQ assistants, or can we pick just one?
You can adopt them individually. That said, the assistants are designed to complement one another, so the more of them you use, the greater the improvement to your overall intelliflo office experience, as they work together across the advice journey rather than in isolation.
Are intelliflo IQ assistants included in our existing license?
IQ assistants are additional functionality within intelliflo office and are not part of your standard license cost.
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.
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.