An AI agent for the paperwork around Intelliflo Office
Your administrators keep the Intelliflo Office record complete, chasing the half-finished fact-find, the letter of authority a provider has not answered and the annual review nobody has booked. An AI agent can take on that paperwork, and it never gives advice.
Each client's fact-find and documents in Intelliflo Office, the letters of authority by provider, and the review list.
Fact-find answers keyed for an administrator to check, plan details recorded as they arrive, booking attempts logged on the client record, and draft file notes.
What Intelliflo Office is and who runs it
Intelliflo Office is back-office software for financial advisers, made by Intelliflo. An advice firm uses it to hold client records, run the fact-find, manage workflow and documents, model cashflow and share a portal with its clients.
Administrators and paraplanners keep it up to date: client records, provider letters, the tasks that follow each review. Advisers work from it before and after meetings, and the firm's compliance officer relies on its record of what was done and when.
Adviser paperwork an AI agent can take on
Fact-find gaps chased
Intelliflo Office has a fact-find section, and a fact-find often comes back half complete. The agent chases the client for the blanks and the missing documents, in wording the adviser has approved, and keys the answers for an administrator to check.
Letters of authority tracked
The agent keeps a list of every letter of authority by provider, chases each in writing until the plan details arrive and records what came back against the client's plans in Intelliflo Office. Phone chasing, and any query a provider raises, go to your administrator.
Reviews invited and booked
The agent works the review list, invites each client in wording the adviser has approved, offers the adviser's free times and logs every attempt on the client record in Intelliflo Office. Clients who decline or want a call go to the adviser.
File notes drafted after reviews
Where your firm does not use Intelliflo's own assistant for it, the agent drafts the file note and task list from the adviser's notes. The adviser checks every note, and nothing goes to a client until the adviser has approved it.
Roles that work in Intelliflo Office
Fact-find and suitability paperwork
Sends the fact-find and risk questionnaire, chases the gaps and drafts the factual sections for your paraplanner.
Chasing clients for documents
Tracks each letter of authority by provider and chases it in writing until the details arrive.
Meeting follow-up and notes
Turns the adviser's notes into a draft file note and task list for the adviser to check.
Diary and scheduling
Works the review list, invites each client in approved wording and offers the adviser's free times.
How the connection is set up
Intelliflo publishes a developer platform with an API. An app is created in its developer portal and submitted to Intelliflo for approval. A user from the firm installs it from Intelliflo's store, which Intelliflo treats as consent. Sign-in follows OpenID Connect and OAuth2, and the route is agreed with your firm first.
Intelliflo reviews each app and may refer a request for a closer look, so the role is written around what Intelliflo and your licence allow. Access is by named scopes, and the agent is given only those its role needs.
Questions owners ask
We have intelliflo IQ. Why would we want an agent as well?
Only if the chasing around the record still falls on your administrators. Intelliflo says intelliflo IQ's engagement assistant summarises meeting notes and generates documents or suitability reports, and that agentic AI is coming to Intelliflo Office in 2026. An Agent Resource, AI in an administrator's place, would take that chasing; suitability stays the adviser's alone.
Does it need an adviser's Intelliflo login?
It never needs anyone's password. Intelliflo authenticates an app to the OpenID Connect and OAuth2 standards. It describes one route in which a user of yours signs in and consents, and a server-to-server route it says it typically reserves for Intelliflo Office customers. Which one applies is settled with your firm first.
Will clients receive anything an adviser has not seen?
Only routine requests in wording your firm has signed off beforehand, such as a fact-find reminder or a review invitation. Everything else written for a client, including every report and follow-up letter, stays a draft until the adviser approves it.
What does the agent do when a client asks about their money?
It does not answer. A question about what a client should do, or how a plan is performing, goes to the adviser with a short summary of what was asked. The agent says in every message that it is an AI and that the adviser will reply.