From meeting to Intelliflo in under 30 minutes. AI-powered paraplanning for UK financial advisers.
14-day free trial. No credit card required.
Saved per case on average
Average extraction time
Manual re-keying required
Based on internal benchmarks. Add your firm to the count — start your free trial.
From client conversation to compliant advice, automated end-to-end.
Stop spending hours transcribing meetings and hunting for fact-find details. Upload a transcript, recording, or PDF and AI extracts objectives, circumstances, and risk tolerance instantly.
No more days crafting suitability letters from scratch. AI generates COBS-compliant advice letters that match your firm's tone and house style in minutes, not days.
Eliminate re-keying entirely. One click syncs the client record, plans, and advice documents to your back-office. Everything stays compliant and auditable.
Every recommendation passes through human review before it reaches the client. The AI accelerates — your people decide.
Transcript and documents are scanned. Key data is extracted and cross-referenced with Intelliflo.
Suitability letter generated to your firm's style, with COBS checks applied. AI-populated fields are highlighted.
Paraplanner reviews the draft. Adviser approves. Compliance signs off. Configurable workflow built around your firm.
Approved documents attach to the client record. Full audit trail with hash-chain verification for compliance evidence.
Full visibility and control over every case, from first extraction to final sign-off.
Define your review chain with paraplanner, adviser, and compliance sign-off steps. Mark steps as required or optional to match your firm's process.
Hash-chained entries log every action with cryptographic verification. Every extraction, edit, review, and approval is recorded and immutable.
Export complete case histories at any time, suitable for regulatory review, complaints handling, or internal audit. Always inspection-ready.
Plans from £79/mo per adviser·14-day free trial·No credit card required
Join UK advice firms already saving hours per case. Start your 14-day free trial today.