intelliflo launches AI Suite ‘intelliflo IQ’ for adviser platform

By Vriti Gothi

UK-based wealthtech provider intelliflo has launched intelliflo IQ, a suite of artificial intelligence and algorithmic tools embedded within its core adviser platform, intelliflo office. The rollout marks the company’s first integrated AI offering, developed in collaboration with wealthtech partner Multiply.

The launch reflects growing adoption of AI across the advice sector, with intelliflo citing research indicating that 43% of advisers are already using artificial intelligence in some capacity. Against a backdrop of rising compliance demands and margin pressure, firms are increasingly turning to automation to reduce administrative workloads and improve scalability.

The first module now live is the intelligent engagement assistant, designed to automate the capture and documentation of client interactions. The tool records meetings, extracts key client data such as financial goals, income changes and investment preferences, and generates compliant summaries in seconds. It can also ingest digital and physical documents, converting handwritten notes, audio files and PDFs into structured updates across more than 190 data fields within intelliflo office.

According to the company, the system can reduce administrative workloads by as much as 85% of advisers’ time spent on manual processes, potentially lowering cost-to-serve while maintaining compliance oversight. All AI-generated updates require adviser review and approval before being finalised.

By embedding AI directly into the existing workflow rather than offering standalone tools, intelliflo aims to address data fragmentation a persistent issue in advice firms operating across multiple systems. The company said the technology is intended to improve data integrity and client engagement while preserving audit trails and regulatory standards.

A second module, the intelligent advice assistant, is scheduled for release later in 2026. The upcoming feature will incorporate an algorithmic advice engine designed to identify client needs and suggest tailored recommendations, extending automation beyond documentation into advisory decision support.

Early adopters have already tested the platform during a pilot phase. James Hancher, Managing Director at Titan Wealth, said the system demonstrated potential to improve operational efficiency across advice teams.

The introduction of embedded AI tools within core adviser platforms reflects a broader shift in the wealth management sector, where firms are seeking technology that integrates compliance, documentation and client servicing into a unified workflow. As regulatory scrutiny intensifies and advice models evolve, platform-level AI adoption is increasingly viewed as a lever for operational resilience and competitive differentiation.