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Adviser Growth Community

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🤖 Intelliflo Just Raised the AI Stakes
Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇
🤖 Intelliflo Just Raised the AI Stakes
0 likes • 5d
Makes me want to ditch Xplan even more in favour of Intelliflo. If only we could integrate ClaudeAI into a CRM, now that would be a gamechanger!
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David Ruler
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@david-ruler-9999
Successful IFA and struggling actor, combining both worlds

Active 5d ago
Joined Dec 2, 2025
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