IQ Studio
IQ Studio.
The place to create, run and oversee the AI that automates your firm.
Launch assistants from ready-made playbooks or build your own, see what needs you, and track what is done. Nothing external is sent without your approval.
Send the letter of authority to Aviva for client J. Whitfield?
Pre-meeting Pack done
Review pack ready for 3pm · Mrs Okafor
Your studio
Stop filling in forms. Start instructing intelliflo IQ to do the work for you.
IQ Studio opens on your desk. Start a task in your own words or launch an agent, see what is waiting on you, and track what has already been completed.
Good morning, Mark
Start a task or choose an agent, and IQ Studio builds the workflow with you. Nothing external is sent without your approval.
Click any agent to see what it does and how it is governed.
PLaybooks built for you
What is a playbook?
A playbook is a defined piece of work with clear inputs, Actions and outputs. You can launch it when you want, or ask it to run automatically.
An autonomy level you set: co-pilot, semi-autonomous or autonomous.
Defined inputs and systems so you know exactly what it needs and touches.
Approval gates can be set so you decide how much authority the playbook has before it needs intervention.
LOA Automation
IQ suite · 1,284 runs · 99.2% on first pass
Semi-autonomous
Prepare, send and track letters of authority with providers.
Drafts provider requests, prepares DocuSign content, sends approved communications and tracks responses end to end.
Inputs required
Client, provider and policy references, plus signed authority.
intelliflo office, document store, DocuSign, provider gateways.
Produces
Provider request, document pack, evidence trail and case update.
Availability
Enabled for Hartley Wealth · all advisers.
Stops for your approval before
Sending any external communication, or updating client records.
Anatomy of a playbook
You stay in control of the level of automation
The same playbook can run three ways. Start hands-on, and hand over more as you build trust.
Co-Pilot
The agent drafts and suggests alongside you. You review and action everything. Best for advice and report writing.
Semi-autonomous
The agent runs the workflow on its own but stops at approval gates before anything leaves the firm. Best for chasing and admin.
Autonomous
For low-risk, high-volume steps you have signed off, the agent completes the task and reports back. You keep full oversight.
Playbooks being built for advisers.
These are the first playbooks in the library, covering the admin-heavy work across the advice journey. Select one to see how it runs, and expect many more assistants to arrive as the platform grows.
LOA Automation
IQ suite
Prepare, send and track letters of authority with providers.
Prepare, send and track letters of authority with providers.
Pre-meeting preparation
IQ suite
Assemble a review-ready pack before every client meeting.
Pulls valuations, performance and changes since the last review, flags suitability and risk, and drafts talking points.
Suitability Drafter
IQ suite
Draft compliant suitability report wording from the fact-find.
Generates suitability narrative grounded in the client's objectives, risk profile and recommendation.
Provider Chase
IQ suite
Identifies upcoming review dates, proposes slots and drafts client invitations for your approval.
Detects overdue responses and sends graduated chase communications, escalating to you when stuck.
Annual Review Scheduler
IQ suite
Keep every client's annual review on track.
Drafts provider requests, prepares DocuSign content, sends approved communications and tracks responses end to end..
Fact-find Refresh
IQ suite
Spot stale client data and prompt a refresh.
Flags expired risk profiles, missing KYC and outdated contact details ahead of meetings.
More on the way
New playbooks are added across the advice journey through 2026 and beyond.
Playbooks come from three places.
Start with what intelliflo builds, shape your own, or bring in playbooks made by the partners you already work with. They all run in the same governed studio.
Built by intelliflo
A growing library of playbooks for the work every advice firm does, built on the platform, tested against real cases and kept current as regulation moves.
- Maintained and versioned for you
- Governed and approval-gated by default
In development
Built by you
Describe the task in your own words and IQ Studio builds the workflow with you, or adapt an existing playbook to your firm's process, rules and approval points.
- No code, built in plain language
- Set your own autonomy and gates
From day 1
Built by partners
Providers, networks and third-party developers can publish playbooks for firms to use, so the tools you already rely on can automate their part of the journey too.
- Reviewed before they reach the library
- Run under the same firm-level controls
Coming soon
Built for scrutiny, not just speed
When the FCA asks: who did what and when? IQ Studio is ready.
Every agentic action in IQ Studio is securely governed, audited, and evidenced, so nothing happens that you can't trace back to a decision, a trigger, and a timestamp. The result?
Every run is recorded
Each assistant run writes a record: what triggered it, the data it read, the steps it took, what it changed and the exact time.
Searchable by client or agent
Filter by client, playbook, date range or outcome, then open any single audit to read the full step by step trail.
Set permissions and export
Set what each playbook may do unaided, require sign off before anything leaves the firm, and export the evidence as a file.
“
AI is moving from a feature, to the fabric of advice. The firms that win the next decade will be the ones who adopt AI in a way which advisers trust, clients see, and the regulator understands.
NE
Nick Eatock
CEO, intelliflo
The agentic engine
Playbooks on the surface. An agentic engine underneath.
Say goodbye to hard coded workflows, rules builders and developer tickets. Say hello to plain English. You describe what you want in your own words ("prepare this client's annual review") and the platform works out the steps and runs them. If the process needs to change, you just say so, no rebuild required.
Before · you build it, call by call
POST /contribution/create
POST /allocation/set
POST /payment/schedule
POST /suitability/check
…sequence, retry, clean up
After · you state the intent
process this client's contribution
One intent, one auditable result. Same compliance, same data integrity.
340+
APIs already power the platform. intelliflo.agent turns them into outcome-based operations any adviser, assistant or external agent can call.
STAY IN THE LOOP
Register your interest.
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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.