Intelliflo has introduced agentic AI into its intelliflo office practice management system, in a move that will give firms a personalised experience “that fits their way of working”.
Unveiled at the firm’s annual innovate conference on Tuesday (9 June), intelliflo said the upgraded platform will launch later this year, alongside new quality, compliance and client review tools.
Unlike generative tools, agentic AI runs continuously in the background, scanning for anomalies, preparing advisers for their next client review and flagging where a client decision is due.
Intelliflo said the upgraded platform will see agentic AI orchestrate processes and advice journeys across a firm’s systems, intelliflo’s solutions and third-party tools alike.
Firms will have the ability to customise what they see and how they use the software to reflect their own processes and advice style. This includes hiding unnecessary fields, reordering sections and adding custom data fields across intelliflo office without bespoke builds.
Furthermore, the firm said a redesigned interface will provide faster navigation through the advice journey, as well as fewer mistakes from unclear screens and a more consistent execution across teams and processes.
Nick Eatock, CEO and co-founder of intelliflo, said: “Firms won’t have to wait for software to change, the software will adapt to them. 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.”
In addition, intelliflo also unveiled a set of fully embedded AI tools, designed to support firms across the advice journey.
IQ Quality Assistant will review suitability reports, fact finds and presentation meetings against FCA requirements and firm policies, flagging gaps, overstatements and conduct risks.
Similarly, the introduction of IQ Compliance Assistant will bring the same oversight to firm level, spotting weak evidence faster than manual review and grouping assessments by adviser, product or theme to support SMCR and FCA reporting.
Announced last year and on track to go live in the coming months, intelliflo said IQ Advice Assistant will give firms a proactive AI financial planning tool that monitors real-time data to detect changes in client circumstances or goals, performs financial health checks and recommends suitable, timely advice based on their own guidelines to support better client outcomes.
Meanwhile, the firm’s IQ Engagement Assistant tool is already supporting firms in recording and transcribing client meetings in real time, automatically capturing goals and generating compliant records.
Eatock added: “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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