Intelliflo is a UK adviser platform: intelliflo office brings CRM, cashflow, workflow tools and an embedded client portal together, with an AI suite called intelliflo IQ that can record, analyse and summarise meeting notes. Briefi is the client meeting, follow-up, documents and signing layer for an Australian practice. The Intelliflo pages we read are UK only and do not state Australian availability. If you are a UK IFA, look at Intelliflo. If you work in Australia and want the meeting, the paperwork and the signature on one record, look at Briefi.
What each does today. Every line about Intelliflo links to the page it came from, and Intelliflo’s pages were read through a summarising tool.
| Briefi AdvisorPlans from A$89 a month | Intelliflo | |
|---|---|---|
| Meetings | ||
| Meeting notes and summaries | Briefi AdvisorYesA bot on Pro and up, browser recording, a standalone recorder, and automatic recaps | IntellifloYesThe intelliflo IQ Engagement Assistant can record, analyse and summarise meeting notes, and turn them into fact-find updates2 |
| Client emails and letters drafted | Briefi AdvisorYesA follow-up drafted for you to check and sent from your own mailbox | IntellifloYesThe Engagement Assistant drafts client documents, emails and letters2 |
| Client work | ||
| Client portal | Briefi AdvisorYesOn the Advisor plans, off by default until you switch it on for a workspace | IntellifloYes, as standardA shared space for adviser and client covering onboarding, fact-finding, document sharing and messaging, integrated into intelliflo office3 |
| Workflows | Briefi AdvisorYesJourneys and reviews tied to the client record | IntellifloYesWorkflows that start and stop on task outcomes, recurring tasks, and several advice processes tracked at once4 |
| Documents | Briefi AdvisorYesDocument requests that clients answer | IntellifloYesAutomated document storage and paperless sharing1 |
| Data | ||
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | IntellifloRuns on AWSIts workflow page names AWS as the platform behind the product. It names no region.4 |
Different jobs. A row appears only where Intelliflo’s own pages say something we could check, so what Intelliflo does beyond these pages is not shown here.
If any of these decides it for you, Intelliflo is likely the better fit today.
Intelliflo describes itself as the UK’s leading provider of software for financial advisers, covering advice, CRM, cashflow, valuations and workflow tools. Briefi is the client meeting, documents and signing layer, not practice management.1
Intelliflo’s client portal is integrated into intelliflo office as standard, and covers onboarding, fact-finding, document sharing and messaging.3
Intelliflo lists over 140 integrations through the intelliflo store, and wealthlink for portfolio management.1
Intelliflo’s AI page refers to the FCA and SMCR, and says its AI generates suitability reports.2
Briefi keeps the meeting, the paperwork and the signature on one client record, built for an Australian practice.
A brief is generated before you meet, a recap after, and a follow-up is drafted for you to check and sent from your own mailbox.
Drawn or typed signatures, co-signing, templates, engagement letters and fee schedules inside the signed digest, with a certificate page for each signed document.
Registers for policies, loans, entities and claims, review journeys, and document requests that clients answer.
The app and database are in Sydney, and sensitive content is encrypted with a key held for your workspace. Some processing uses providers overseas, and the Security page lists them.
Written output such as recaps and forms is in English only. Transcription detects the spoken language.
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Intelliflo does not publish a price on the pages we read, so no figure is shown for it here; its call to action is a demo.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
No. Intelliflo is a UK practice management platform. Briefi is the client meeting, follow-up, documents and signing layer. They overlap on meeting notes, a client portal and workflows.
The Intelliflo pages we read are UK only and do not state Australian availability. Ask Intelliflo directly before you plan around it.
Both capture the meeting and produce a summary. Briefi can use a bot on Pro and up, browser recording or a standalone recorder for face-to-face meetings, and drafts the follow-up for you to check.
Yes. Drawn or typed signatures, a signed PDF and a certificate page are built in.
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are. The Intelliflo pages we read name AWS and no region.
Nothing in Briefi stops you keeping Intelliflo for your practice records while you use Briefi for client meetings, documents and signing.
Last reviewed 15 October 2026. Facts about Intelliflo come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages