Fact finds
Fact finds filled from Intelliflo
Start a fact find and Templi pre-fills it from Intelliflo. Meeting transcripts complete the gaps, and you approve what writes back.
Intelliflo Office Import from Intelliflo.
Templi reads your Intelliflo Office client data into fact finds, meeting notes and suitability reports, then writes the changes you approve back to Intelliflo. No re-keying, no parallel spreadsheet.
How it works
Live on Intelliflo in three steps.
- 01
Connect Intelliflo
Install the Intelliflo integration from the Templi app store and sign in with your Intelliflo login. Templi connects over OAuth, so there are no API keys to copy.
- 02
Clients come across
Your Intelliflo clients and advisers import into Templi, matched to your team. Changes in Intelliflo stay in sync after that, so the file Templi reads is always current.
- 03
You approve what goes back
Fact find updates and meeting outcomes are listed per client for you to check. Confirm them and they write back to Intelliflo. Nothing writes without a person's approval.
Your Intelliflo record,
doing the paperwork.
Meetings
Meeting notes that update Intelliflo
Record the meeting with or without a bot. Templi writes the file note in your firm's format and lists the client changes it heard. Confirm them and Intelliflo updates.
AI meeting notes
Reports
Suitability reports grounded in Intelliflo
The report draft draws on the same Intelliflo record, so client details and holdings come from the back office rather than a typed form. Every line carries a source you can check.
Suitability report software
Client file
One client file, both sides kept
Notes, fact finds, documents and reports in Templi all hang off the Intelliflo client. Confirm a change once and both sides agree.
Bring your Intelliflo clients. Leave with the work done.
Works with the systems your firm already runs on
All integrations
Intelliflo stays the system of record.
Templi reads and writes Intelliflo under your firm's control: OAuth connection, no training on your data, and a person approves every write before it lands. Our trust centre has the detail for your due diligence.
- ISO 27001 In progress
- ISO 42001 In progress
- No training on your data Always
- Role-based access Standard
- Human approval before write-back Standard
FAQ
Intelliflo
questions.
What advice firms ask before connecting Intelliflo Office to Templi.
Does Templi integrate with Intelliflo?
Yes. The Intelliflo Office integration is native. It syncs your clients and advisers, reads the client data Templi needs for fact finds and reports, and writes your approved changes back to Intelliflo.
How do I import clients from Intelliflo?
Install the integration from the Templi app store and sign in with your Intelliflo login. Clients and advisers import automatically and stay in sync after that.
What does Templi write back to Intelliflo?
Client detail updates from fact finds and meetings, listed per client for you to confirm first. Nothing writes to Intelliflo without your approval.
Does Templi replace Intelliflo?
No. Templi sits on top of Intelliflo. Intelliflo stays your system of record, and Templi reads from it and writes back only what you approve.
Is there an AI note taker that works with Intelliflo?
Yes. Templi records the meeting with or without a bot, writes the file note in your firm's template, and queues the client changes for Intelliflo.
Can we try it before the whole firm moves over?
Yes. Connect Intelliflo yourself on the free plan, or book a demo and we will walk it against a real fact find.