Turn your CURO records into finished reports, checks, and reviews.
Turn your CURO records into finished reports, checks, and reviews.
Atlas connects to CURO on the Microsoft Power Platform, pulls your client data into every meeting, and writes the finished work straight back.
Atlas connects to CURO on the Microsoft Power Platform, pulls your client data into every meeting, and writes the finished work straight back.
400+ firms · 2,000+ advisers ·
#1 most-used adviser AI FTAdviser · EATT Best in Show 2024-2026
400+ firms · 2,000+ advisers
#1 most-used adviser AI FTAdviser
EATT Best in Show 2024-2026
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Your CURO data, now in every conversation
CURO by Time4Advice runs your practice on the Microsoft Power Platform. Atlas connects to it, pulls client records, plans, and documents into your meeting prep and your reports, then writes the finished work back to CURO. You review and confirm before anything is committed, so CURO stays your single source of truth.
Evie joins the meeting, writes structured notes, and pushes the fact-find fields straight into CURO. No retyping after the client leaves.
Emma drafts suitability reports from your own templates, using the Intelliflo client data and the meeting transcript together.
Colin checks the file against your compliance rules before it reaches the client, and builds your Consumer Duty board reports.
Atlas answers questions across your whole Intelliflo book in plain English: who's due a review, who holds what, what changed since last time.
Every report Atlas generates lands back in Intelliflo, so your audit trail stays complete.
Paraplanners run batch suitability work across cases without leaving the setup they already know.
What stays in Intelliflo, what AdvisoryAI adds
Stays in Intelliflo
Client records, plans, documents, and audit trail
Risk profiling and cashflow modelling
Investment execution
Your regulatory templates
Client records, plans, docs, and audit trail
Risk profiling and cashflow modelling
Investment execution
Your regulatory templates
AdvisoryAI adds on top
Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).
Stays in Intelliflo
Client records, plans, documents, and audit trail
Risk profiling and cashflow modelling
Investment execution
Your regulatory templates
AdvisoryAI adds on top
Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).
HOW IT WORKS
How to connect Intelliflo to AdvisoryAI
How to connect Intelliflo to AdvisoryAI
1
Week 1
Connect Intelliflo in one click
Demo on your own Intelliflo data. We connect live, so you see the real integration, not a mockup.
2
Week 2-3
Create your report templates
Our team rebuilds your suitability and review templates inside AdvisoryAI and confirms data is flowing both ways.
3
Week 4
Move faster and provide better service
You go live. Intelliflo keeps running as your back-office system of record; AdvisoryAI does the work on top.
See Atlas turn your CURO data into finished work.
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card required
case studies
2,000+ advisers trust AdvisoryAI, here's why
"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."
Freddie Gill,
Brooks Macdonald
"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."
Freddie Gill,
Brooks Macdonald
Join 2,000+ advisers at 400+ UK firms, including Brooks Macdonald. #1 on FTAdviser.
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See what our Intelliflo integration can do
Book a demo and see the integrations on your data.
AdvisoryAI adds
on top
Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).
See what Atlas does for your firm.
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card required
Your Intelliflo data, now in every conversation
Atlas connects to Intelliflo through the Open API. It pulls client records, plans, and documents into your meeting prep and your reports, then writes the finished work back to Intelliflo. You review and confirm before anything is committed, so Intelliflo stays your single source of truth.
Evie joins the meeting, writes structured notes, and pushes the fact-find fields straight into Intelliflo. No retyping after the client leaves.
Emma drafts suitability reports from your own templates, using the Intelliflo client data and the meeting transcript together.
Colin checks the file against your compliance rules before it reaches the client, and builds your Consumer Duty board reports.
Atlas answers questions across your whole Intelliflo book in plain English: who's due a review, who holds what, what changed since last time.
Every report Atlas generates lands back in Intelliflo, so your audit trail stays complete.
Paraplanners run batch suitability work across cases without leaving the setup they already know.
Intelliflo integration FAQs
Does AdvisoryAI replace Intelliflo?
No. Intelliflo stays your back-office system of record. AdvisoryAI reads from it and writes back to it, and adds the work that comes after the meeting.
How does the integration work?
What if we’re mid-contract with Intelliflo?
Is our data secure?
How long does setup take?
Serve twice the clients. Give each better advice.
Serve twice the clients. Give each better advice.
✔ Reports from your templates
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com