Intelliflo launches AI Suite ‘Intelliflo IQ’ for adviser platform
- WealthTech Wuest
- 5 hours ago
- 1 min read
Gothi, V. (2026, February 11). intelliflo launches AI Suite ‘intelliflo IQ’ for adviser platform. IBS Intelligence. https://ibsintelligence.com/ibsi-news/intelliflo-launches-ai-suite-intelliflo-iq-for-adviser-platform/
UK-based wealthtech provider intelliflo has launched intelliflo IQ, a suite of AI and algorithmic tools embedded within its core adviser platform.
The suite was developed in collaboration with Multiply to provide integrated AI solutions directly within existing financial advisory workflows.
The first available module, the intelligent engagement assistant, automates the recording and documentation of client interactions to extract key financial data.
The tool can convert various formats, including audio and handwritten notes, into structured updates across more than 190 data fields.
According to the company, the system can reduce administrative workloads by up to 85% for tasks related to manual data processes.
A second module called the intelligent advice assistant is scheduled for release later in 2026 to provide algorithmic advisory decision support.
All AI-generated updates require human adviser review and approval to ensure data integrity and maintain regulatory compliance standards.