AI for financial advisers
Artificial intelligence is transforming the financial advice process for IFAs, by boosting efficiency for advisers and providing deeper personalisation across every client journey.
Think of it as your digital assistant, automating admin and compliance so you can focus on what matters most: your clients.
Introducingintelliflo IQ
A suite of AI-powered financial advice tools which seamlessly integrate into our practice management software to help you plan smarter and work faster.
intelliflo IQ uses advanced automation and algorithms to assist your financial advice business, and reduce your cost to serve.
Reduce your financial advice cost-to-serve by up to 85% with intelliflo IQ
AI tools to power IFAs
intelliflo IQ: engagement assistant
intelliflo IQ’s engagement assistant transforms how financial advisers capture and manage client information.
It uses advanced AI to record, analyse, and summarise meeting notes, automatically generating compliant, personalised documents or branded suitability reports in just a few clicks.
From handwritten notes and audio to PDFs, it processes everything seamlessly, saving hours of admin and helping you deliver smarter, faster financial advice.
intelliflo IQ: advice assistant
intelliflo IQ’s advice assistant is our proactive financial planning software, powered by an advanced algoritmic advice engine.
It monitors real-time data to detect changes in circumstances or goals, performs financial health checks, and recommends suitable, timely advice based on your own advice guidelines.
The result: a more efficient, high-impact advice process that supports better client outcomes.
intelliflo IQ: quality assistant
intelliflo IQ’s quality assistant gives you adviser and case-level quality assurance, built into the journey. Automatically review suitability reports, fact finds and presentation meetings against FCA requirements, and your firm’s own internal policies. Any gaps, overstatements or conduct risks are flagged and any quality issues captured faster and more consistently than a manual review.
Coming soon in 2026
intelliflo IQ: compliance assistant
The intelliflo IQ compliance assistant provides firm-level compliance oversight, scaled across the whole firm. Supports SMCR and FCA Reporting with a roll-up view of suitability, vulnerability and evidencing. Gain a firm-wide view rather than file-by-file: easily group assessments by adviser, product or theme. Spots weak evidence faster and more consistently than manual review.
Coming soon
AI-powered apps
intelliflo office integrates with leading AI-powered apps to extend automation across your business.
From notetaking and post-meeting summaries to instant suitability report generation, these artificial intelligence adviser tools will streamline your business, all within the secure, familiar intelliflo environment.
Schedule a call today
Speak to one of our team to see how our powerful AI capabilities could enhance your financial advice business even more.