intelliflo launches AI assistant to enhance adviser efficiency and client engagement

intelliflo has announced the launch of intelliflo IQ, its first suite of AI and algorithmic tools.

intelliflo IQ introduces two integrated tools to the adviser community: intelligent engagement assistant and intelligent advice assistant. These applications embedded directly into intelliflo office, delivering AI-powered support across the entire advice process.

Following a successful pilot and rollout to early adopters, the first phase of today’s launch introduces intelliflo IQ’s engagement assistant, which aims to enhance how advisers capture, review and mange client interactions. 

The assistant automatically records client meetings, captures key details such as goals, income changes and investment preferences. 

The tool instantly updates fact-finds, ingests both digital and physical documents, and replays client discussions to create compliant records. Following review and approval by the adviser, handwritten notes, audio files and PDFs are converted into structured updates to the fact find (for over 190 fields), producing personalised client documents, emails and letters in seconds.

A second module, the intelligent advice assistant, is due to launch later in 2026 and will use an algorithmic advice engine to proactively identify client needs and suggest tailored solutions.

Nick Eatock, CEO at intelliflo, said: “The launch of intelliflo IQ marks a significant moment for both intelliflo and the adviser community. By embedding AI across the advice journey, we’re giving firms the tools to work more efficiently, improve data integrity, and elevate client engagement.

“Advisers tell us time and again that rising costs and admin burdens are their biggest challenges. With intelliflo IQ, we’re directly addressing that - reducing time spent on manual tasks, freeing up capacity for growth, and helping firms deliver better outcomes for their clients.”