Artificial intelligence
AI financial planning software
Artificial Intelligence is transforming financial advice, by boosting efficiency and 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 planning 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 you with client success, business growth, and reduce your cost to serve.
Reduce your cost-to-serve by up to 85% with intelliflo IQ
AI tools to power productivity
intelliflo IQ: engagement assistant
intelliflo IQ’s ‘intelligent engagement assistant’ transforms how advisers capture and manage client information.
It uses advanced AI to record, analyse, and summarise meeting notes, automatically generating compliant, personalised documents that sync directly into intelliflo office.
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 ‘intelligent advice assistant’ is our proactive AI financial planning software that keeps you ahead of client needs.
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.
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 intelliflo powerful AI capabilities in action, and turn client behaviours into actionable intelligence and value.