AI Driven Ops Intelliflo's agentic AI and IQ Advice Assistant anchor a market-ready value proposition for firms seeking to automate advisory workflows. Position to existing clients and new prospects as AI-enabled, compliant, scalable, open-architecture platform that accelerates advice journeys, enhances client engagement, and drives efficiency.

Strategic Partnerships Recent partnerships with Söderberg & Partners to develop dedicated adviser journeys and integration with their tech create a clear channel to Nordic markets and cross-sell opportunities across their client base. Leverage joint go-to-market and integration capabilities to expand globally beyond the UK, targeting asset-rich advisory firms.

Large Market Upsell With 29,000 advice professionals and roughly £505B in assets under advice, Intelliflo sits at a high-value, scalable endpoint for enterprise wealth managers. There is a strong opportunity to upsell additional modules, analytics, and practice management features to existing users and to attract larger multi-office firms seeking end-to-end digital advice journeys.

Cloud Interoperability Open architecture and cloud-based stack (AWS, ASP.NET, etc.) position Intelliflo as a flexible integration hub for firms with diverse tech ecosystems. This enables cross-sell and integration projects with complementary platforms, data providers, and performance engines, reducing time to value for new clients.

Innovation Leadership As the UK’s leading provider of financial advice software and ongoing Innovate conference activity (IQ Advice Assistant launch), Intelliflo demonstrates ongoing product innovation and thought leadership. Use this to attract firms prioritizing modernization, regulatory readiness, and future-proofed advice journeys.