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← Features and integrations

Scoped rollout

Prepare file notes from intelliflo office client records.

Find a client, prepare the work in AdviseWell and put the approved result back where your firm keeps it. No need to start from an empty client record.

Discuss your firm’s rollout See the advice workflow

We confirm the connection and scope with each firm before use.

Client record
Client details and fact find
AdviseWellPrepare · check · approve
Approved note or reviewed update
Back in the client record
Illustrative workflow. What is enabled depends on your firm’s rollout.

From the CRM to the work, and back.

The adviser still checks the record and approves what goes back. AdviseWell takes care of the steps between.

  1. Find

    Start with the right client.

    Search intelliflo office, link an existing AdviseWell client or bring a client in where your firm has enabled import. Available details can fill empty fields, without replacing what is already there.

  2. Work

    Prepare the next piece of advice.

    Work from the client context to draft a file note or compare fact-find changes. Keep your firm’s templates and review steps in AdviseWell.

  3. Return

    Send the reviewed result back.

    Send an approved file-note PDF, file finished advice or send fact-find changes after reviewing the differences. Record changes ask first.

Your firm chooses the boundaries.

Your firm connects intelliflo office. A firm administrator decides which parts of the workflow to enable.

Controls cover client sync, import, who can see connected clients, private file notes and changes back to the CRM. An adviser still reviews each proposed change before it is sent.

System of recordintelliflo office
Client importFirm setting
Record changesAsk before sending
AvailabilityScoped rollout

Questions about intelliflo office.

Is the intelliflo office connection available to every firm?
Not yet. The intelliflo office connection is in a scoped rollout. We confirm your firm's access and the workflow before a trial.
Does AdviseWell replace intelliflo office?
No. intelliflo office stays your CRM. AdviseWell helps you work from its client information and return reviewed work to the record.
Can AdviseWell change a client record without review?
No. The assistant asks before it changes an intelliflo office record. Your firm can also turn record changes off.
How often do client records refresh?
If live updates are not available for your firm, connected clients refresh every hour while sync is on.

See how your firm would use it.

Tell us how you use intelliflo office. We’ll confirm the connection and what your team can trial.

Talk through the rollout