intelliflo launches AI-driven assistant for advisers as part of new suite of AI tools

9 February 2026

intelliflo has launched a new AI-driven assistant to transform how advisers capture, review and manage client interactions. The intelligent engagement assistant, developed in collaboration with wealthtech AI partner Multiply, marks the first phase in the launch of intelliflo IQ, the firm’s first suite of AI and algorithmic tools embedded directly within intelliflo office. The...