Integrating your account to intelliflo

AdvisoryAI's integration with Intelliflo enables a seamless flow of information between the platforms, removing the need to manually updating fact-finding fields into your IO system.

By combining AdvisoryAI’s advanced automation capabilities with intelliflo’s robust platform, it creates a streamlined connection that eliminates inefficiencies and enhances accuracy.

What the integration actually does. Once connected, information can move in both directions between AdvisoryAI and Intelliflo:

• Pulling brings a client's existing Intelliflo record into AdvisoryAI, so you're not starting from scratch or re-keying details that already exist

• Pushing takes what's captured in AdvisoryAI — from a meeting note or a fact find you've filled in — and writes it straight back into that client's Intelliflo record

The result. Less admin after every meeting, fewer manual updates, and a much lower chance of something getting missed or mistyped along the way.

Connecting Your Intelliflo Account

1. Click Tools & Settings at the bottom of the sidebar

2. Select Integrations

3. Click Connect next to Intelliflo — this takes you to Intelliflo's own login page

4. Log in with your usual Intelliflo credentials

5. You'll know it's worked when the button next to Intelliflo says Connected.

Considerations

Each adviser connects their own account.

This isn't a firm-wide connection — every adviser needs to connect their own Intelliflo login individually.