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Version
1.1.7
Size
53.75 Mb
Updated
1 week ago
Released
24 Dec 2025
Description
Capture every detail from your client meetings and documents, then let AI do the heavy lifting. The intelliflo IQ app helps advisers record, transcribe and securely send information for processing, with data saved into intelliflo office.
Record and transcribe client meetings
- Record face-to-face or remote meetings directly from your iPhone or iPad
- Get high-quality, searchable transcripts of what was discussed
- Automatically generate clear, structured meeting reports and summaries
- Reduce manual note-taking so you can focus on the client
Capture documents, photos, and files
- Take photos of handwritten notes or printed documents
- Upload PDFs and other supported files for processing
- Let AI extract key facts and proposed changes for you to review
Keep client records up to date
- Send captured data for processing into intelliflo office
- Support accurate, consistent records of client needs and recommendations
- Reduce re-keying and admin time after meetings
Built for regulated advice firms
- Designed for advisers and support teams using intelliflo office
- Helps you create clear, auditable records of client interactions
- Supports firm-level processes for reviews and ongoing service
Requirements
- An active intelliflo IQ / intelliflo office subscription
- Appropriate permissions enabled by your firm’s administrator
The intelliflo IQ app is not a consumer app and does not provide financial advice on its own. It is a companion tool for authorised users in firms that use intelliflo office.
Estimates
Availability
Devices
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
iPhone12Mini
iPhone12
iPhone12Pro
iPhone12ProMax
iPadAir4
iPadAir4Cellular
iPadEighthGen
iPadEighthGenCellular
iPadProThirdGen
iPadProThirdGenCellular
iPadProFifthGen
iPadProFifthGenCellular
iPhone13Pro
iPhone13ProMax
iPhone13Mini
iPhone13
iPadMiniSixthGen
iPadMiniSixthGenCellular
iPadNinthGen
iPadNinthGenCellular
iPhoneSEThirdGen
iPadAirFifthGen
iPadAirFifthGenCellular
iPhone14
iPhone14Plus
iPhone14Pro
iPhone14ProMax
iPadTenthGen
iPadTenthGenCellular
iPadPro11FourthGen
iPadPro11FourthGenCellular
iPadProSixthGen
iPadProSixthGenCellular
Pricing by country
| Country | Price |
|---|---|
| UK | free |
