Back Office & CRM
Supervise every recommendation, straight from Intelliflo Office.
Intelliflo Office is where most UK advice firms run their practice. Once connected, every recommendation flows into review before it reaches the client, with the client context and what any AI contributed captured alongside it. The evidence comes back to the client record, ready for the FCA. No manual uploads, and no change to how advisers work.
How it works.
Step 1
Install Bedrock Governance from the Intelliflo Store. The connection is created automatically, with no API keys to manage.
Step 2
An adviser opens a client record and submits the advice for review from the Client Actions menu.
Step 3
The recommendation, the client context, and vulnerability flags are captured, and the case is routed to the right reviewer.
Step 4
Once reviewed, the outcome and tamper-proof evidence are written back to the client record in Intelliflo.
Features.
- One-click submission from inside Intelliflo Office, via the Client Actions menu
- Client context and vulnerability flags pulled through automatically, so nothing is rekeyed
- Review outcomes and verifiable evidence written straight back to the client record
- Install and go, with no API keys or configuration for the firm to manage
REST API.
Prefer to build your own integration? A straightforward REST API lets you submit advice via a single endpoint, track review progress with webhooks, and retrieve the evidence programmatically. Standard JSON over HTTPS with API key authentication.
Supervise advice, wherever it starts.
Bring every recommendation into review and turn it into evidence the FCA can verify, from the tools your firm already runs.