The adviser journey
COMING SOON IN 2026
User experience.
New journeys and processes - tailored to you.
One joined-up advice journey, aligned to your firm's workflows and processes - suitability guidelines, with goals at the heart and cashflow as the foundation.
The redesign
Every core screen, designed around the way you work.
We're working through intelliflo office area by area, rebuilding each one to the latest UI and UX best practices. Same trusted capability, a faster and cleaner experience.
REDESIGNED
Workflows
A clearer board view of every case, with drag-and-drop stages and progress you can read at a glance.
REDESIGNED
Income reconcilliation
Match statements to expected commission in a single, guided view, with exceptions surfaced automatically.
REDESIGNED
Cashflow planning
Interactive charts you can model live in front of the client, with scenarios that update as you talk.
REDESIGNED
Client portal
A refreshed, mobile-first hub where clients see their plan, documents and messages in one place.
REDESIGNED
Reporting & valuations
Cleaner, faster valuations and reports, built on the data layer so figures are always current.
REDESIGNED
Client fact-find
One scrolling flow with live progress and auto-save, pre-filled by intelliflo IQ instead of typed by hand.
Rolling out area by area through 2026, with more screens joining the redesign each release.
The end-to-end advice journey
Nine stages, one continuous flow.
Every stage carries the last one's data forward, so nothing is rekeyed and nothing is lost. Step through it below.
Step 01 of 09
Client details
Personal, contact, vulnerability and ID details captured once, in one place.
Step 02 of 09
Fact find
A completely revamped fact find. Intuitive to complete, and you can update client facts with intelliflo IQ in a click.
Step 03 of 09
Attitude to risk
A consistent attitude-to-risk assessment, aligned to the firm’s own suitability guidelines.
Step 04 of 09
Goals
Client goals sit at the heart of the case and shape everything that follows.
Step 05 of 09
Needs analysis
Data-driven gates check the right needs are covered before the case can move on.
Step 06 of 09
Solution design
Model the plan with cashflow at the foundation, keeping actions aligned to goals.
Step 07 of 09
Presentation
Show the before and after, so clients see the reasoning and impact, not just the recommendation.
Step 08 of 09
Recommendation
A clear recommendation in the client’s best interests, with compliance checked as you go.
Step 09 of 09
Implementation
Execute with confidence, with a full audit trail behind every step.
Small changes advisers feel every day.
Hundreds of interaction details, rethought. Here are a few of the ideas landing across intelliflo office.
Type to go anywhere
One keystroke opens a search box: start typing a client, screen or action and go straight there, no hunting through menus.
Inline cashflow
Model scenarios right inside the case, with the chart updating as you talk to the client.
Smart defaults
Fields pre-fill from what the platform already knows, so advisers confirm rather than type.
Contextual compliance nudges
Gentle, in-context prompts catch gaps as you work, not at a file review weeks later.
Mobile-first reviews
Prep and run a client review from a phone or tablet, with the same journey as the desktop.
Forgiving by design
Autosave, undo and clear recovery on every screen, so a wrong click is never a lost hour.
Drag, scroll or use the arrows
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.