This week at intelliflo innovate 2025, intelliflo officially unveiled intelliflo IQ, a major step forward in embedding AI-powered automation directly into the advice process.
Multiply is proud to be the technology partner powering the AI and algorithmic advice engine at the core of intelliflo IQ. The result is a solution that helps reduce adviser admin, improve efficiency, and deliver more proactive, personalised advice for clients.
What is intelliflo IQ?
intelliflo IQ is a suite of AI and algorithmic capabilities built directly into intelliflo office, designed to automate key stages of the advice journey, reduce manual processes, and help firms scale advice delivery.
At the heart of intelliflo IQ sits an advanced advice engine, powered by Multiply’s technology. This allows advisers to automatically analyse client data, detect any material changes in circumstances or goals, and surface suggested actions aligned to each firm’s own advice guidelines. Rather than spending valuable time on manual checks and data reviews, advisers can focus on meaningful client conversations with confidence that any key changes have already been flagged.
How intelliflo IQ works today
The first release of intelliflo IQ introduces several capabilities now available to intelliflo office users:
- Data extraction from meeting transcripts
Advisers can upload Teams meetings, documents or even handwritten notes. The system reads and extracts key client information such as income, expenditure, contact details, and goals. - Automated updates directly into intelliflo office
No more rekeying or manual entry. Extracted data is securely populated into client records within intelliflo office. - Personalised client documentation
Automatically generates client-facing documentation from meeting records and updated data. - Financial health checks and Advice Engine recommendations
The advice engine assesses client circumstances, detects any material changes, and suggests next-best actions based on firm-specific advice guidelines.
This is the first phase of the wider intelliflo IQ roadmap, with further capabilities to follow.
What this means for intelliflo office users
For existing intelliflo office users, intelliflo IQ introduces automation directly inside the platform you already use every day.
There’s no separate system to log into. The AI functionality lives inside intelliflo office itself, making it simple to adopt into existing workflows and processes.
If you’re an intelliflo client and want to explore intelliflo IQ in more detail, contact your intelliflo account manager directly for the latest information on activation, feature rollout, and onboarding.
Multiply’s role in intelliflo IQ
Multiply powers the AI layer and algorithmic advice engine behind intelliflo IQ, delivering:
- Intelligent extraction of client data from multiple input types (transcripts, documents, PDFs, handwriting)
- Automated analysis of client circumstances and detection of material changes
- Personalised recommendations surfaced directly to advisers based on firm-level advice policies
- Automation that helps firms reduce adviser admin, maintain compliance, and deliver scalable advice
This partnership brings Multiply’s AI and algorithmic technology directly to the 30,000+ professionals using intelliflo office globally.
The announcement at intelliflo innovate 2025
The official launch of intelliflo IQ was revealed live on stage at intelliflo innovate 2025, where intelliflo’s CEO showcased the solution alongside Multiply. The event also featured a video demonstration of intelliflo IQ in action, highlighting how AI is now embedded throughout the adviser workflow.
You can watch the demo video shown at the event here:
Industry press coverage
Since the announcement, intelliflo IQ has been covered widely across the financial advice and fintech press, including:
- IFA Magazine: intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video
- Money Marketing: Intelliflo launches two new solutions to help ‘drive adviser efficiencies’
- Professional Adviser: Intelliflo unveils AI-powered suite to cut adviser workload by 85%
- Financial Planning Today: Intelliflo launches video and AI-driven advised client products
Interested in Multiply’s technology?
For intelliflo office users, the best place to start is by speaking directly with your intelliflo account manager to discuss intelliflo IQ activation.
For firms who are not intelliflo office users but are interested in Multiply’s AI and Advice Engine technology for advice automation, please contact us directly to explore how Multiply can support your business.
Multiply is proud to play a key role in powering the next generation of advice technology and helping advisers spend more time on what matters most: their clients.
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