Intelliflo to launch updated platform with agentic AI

Intelliflo has announced plans to launch an updated agentic open platform for financial advice professionals, bringing agentic artificial intelligence (AI) to Intelliflo Office.

It marks the next generation of the Intelliflo Office practice management system and will launch later this year, alongside new quality, compliance, and client review tools.

Agentic capabilities will be made available to the partner apps already in the Intelliflo store, so the tools firms already use can be used collaboratively across the firm.

Working in the background, agentic AI will run continuously, scanning for anomalies, preparing advisers for their next client review, and flagging when a client decision is due.

Agentic AI will orchestrate processes and advice journeys across a firm’s systems, Intelliflo’s solutions, and third-party tools, with firms being able to customise what they see and how they use the software to reflect their processes and advice style.

Alongside the updates to the practice management system, Intelliflo revealed a range of AI tools supporting firms across the advice journey, including a quality assistance, compliance assistant, and advice assistant.

Intelliflo is also revising its advice journeys and redesigning the client review process.

The revised advice journeys are rules-based and aligned to each firm's suitability guidelines, with AI assistance and cashflow modelling, while a new reviews tab will bring scheduling and review tracking into one place.

“Firms won’t have to wait for software to change, the software will adapt to them,” said Intelliflo CEO and co-founder, Nick Eatock.

“The next generation of Intelliflo office will give firms a personalised experience that fits their way of working. The most successful advice firms will be those using end-to-end processes that go beyond connecting software, so their systems work together as one process across the firm.

“The technology takes on the monitoring and the routine checks, but the advice and the final decision stay with the adviser, with full governance and an audit trail behind every step.

“Twelve months ago, we promised a raft of enhancements and we have delivered. Since Carlyle acquired Intelliflo last year, we've had the backing of a business with a track record of scaling technology companies worldwide.

“That’s given us the speed and ambition to push the technology further. We’re making it even easier to navigate, smarter and more customisable. That gives you back time to do what only people can do, building personal connections, instilling confidence in clients and offering peace of mind, while the business runs faster and more reliably behind you.”

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