Back Office & CRM
Automatically record advice from the UK's most popular back office platform.
Intelliflo is the dominant back office and practice management platform for UK IFAs and wealth managers. Bedrock integrates directly with Intelliflo Office — advisers submit documents for compliance review from within the client record, and review outcomes are written back to the document automatically.
How it works
Install Bedrock Compliance from the Intelliflo Store — the connection is created automatically
Adviser opens a client record and clicks "Submit to Bedrock" in the Client Actions menu
Bedrock captures the document, client data, and vulnerability flags, then routes it for review
Once reviewed, the outcome and certificate are written back to the document in Intelliflo
Features
- One-click submission from within Intelliflo Office via Client Actions menu
- Bi-directional sync — review outcomes and certificates written back to document properties
- Client data and vulnerability flags automatically pulled from Intelliflo
- Install-and-go — no API keys or configuration needed from the firm
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
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