intelliflo IQ

Capture every detail from your client meetings and documents, then let AI do the heavy lifting. The intelliflo IQ app helps advisers record, transcribe and securely send information for processing, with data saved into intelliflo office.

Record and transcribe client meetings

• Record face-to-face or remote meetings directly from your iPhone or iPad
• Get high-quality, searchable transcripts of what was discussed
• Automatically generate clear, structured meeting reports and summaries
• Reduce manual note-taking so you can focus on the client

Capture documents, photos, and files

• Take photos of handwritten notes or printed documents
• Upload PDFs and other supported files for processing
• Let AI extract key facts and proposed changes for you to review

Keep client records up to date

• Send captured data for processing into intelliflo office
• Support accurate, consistent records of client needs and recommendations
• Reduce re-keying and admin time after meetings

Built for regulated advice firms

• Designed for advisers and support teams using intelliflo office
• Helps you create clear, auditable records of client interactions
• Supports firm-level processes for reviews and ongoing service

Requirements

• An active intelliflo IQ / intelliflo office subscription
• Appropriate permissions enabled by your firm’s administrator

The intelliflo IQ app is not a consumer app and does not provide financial advice on its own. It is a companion tool for authorised users in firms that use intelliflo office.