The #1 Document Management Integration for Intelliflo Office.
Every Client Deserves a Complete, FCA-Ready Suitability File.
Make every Intelliflo client record complete, compliant - and defensible.
Turns Every Client Into a Complete, FCA-Ready Advice File.
Signatures and Documents filed to the correct Intelliflo client
Instant visibility of what's been sent, signed and still outstanding across the advice file
No reliance on shared drives or email folders
Full audit trail built from day one
Intelliflo Without Workiro
Intelliflo office manages the advice process - but evidence isn't captured.
• Suitability files scattered across drives and personal inboxes
• Supporting evidence difficult to locate when reviews are requested
• Signed records separated from the advice file they belong to
• Compliance checks requiring manual reconstruction under pressure
Intelliflo After Workiro
Workiro organises the evidence that proves the advice was sound.
• Every suitability document and email captured to the right Intelliflo client
• Communication and approvals linked directly to advice records
• Built-in eSign with full audit certificate stored against the client
• One governed, FCA-ready advice file - retrievable in minutes
See the difference
1 Clean Client Record
Intelliflo clients sync automatically into Workiro - no manual setup, no duplicate admin
Launch the full advice file directly from Intelliflo Office - one click, everything in one place
No duplicate client records - both systems stay perfectly aligned, always
Suitability Evidence Stored Against the Client
Suitability reports, illustrations and supporting documents filed centrally - linked to the correct Intelliflo client
Client correspondence captured alongside the advice record - full interaction history, always
Signatures and approvals managed within the client file - no chasing, no separate systems
Audit Trail Built Automatically
Version control across every draft - see who changed what and when
Internal queries and review notes captured in secure threads - stored against the client record
Complete activity history across the advice file - ready for FCA or Consumer Duty review
AI-assisted classification reduces manual filing - everything filed to the right client automatically
Intelliflo integration demo
Faster Advice Reviews. Cleaner Compliance Files. Less Scrambling.
Fact finds, research and suitability letters stay connected
Internal compliance reviews linked directly to the advice record
AML checks and conflict searches tracked with full traceability
Supporting emails & comms captured automatically
Fast Client Sign-Off. Proof of Approval Stored Automatically.
Secure advice reports shared instantly - no portal logins required
Client comments captured alongside the document
Built-in eSignature with full audit certificate
Signed documents filed automatically against the correct Intelliflo client
When the FCA Calls, Your Suitability File Is Ready.
Client objectives, risk profile and fact finds filed automatically
Research, analysis and suitability reports stored in context
Every client approval timestamped and traceable
Full audit pack retrievable in minutes
Intelliflo integration demo
Keep Every Client File Defensible — Without Slowing Down.
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