Posterity x Intelliflo: A Major Step Toward Effortless Compliance

We're excited to announce a direct integration between Posterity and Intelliflo, one of the UK's leading back-office systems for financial services. This marks a major step forward in our mission to automate the most manual, time-consuming parts of the advice process, starting with documentation and compliance.

With this new integration, advisers can now sync structured meeting notes, including key compliance data like vulnerability flags, risk indicators, and suitability markers, directly into Intelliflo. No copying, no pasting, no retyping.

Meeting summaries and file notes are automatically written by Posterity, then pushed straight into the client record in Intelliflo, mapped to each firm's templates. What used to take up to 30 minutes per meeting now takes under two.

This is more than a feature update. It's the start of a shift in how firms can think about their internal processes. Automating documentation doesn't just save time. It reduces the chance of errors, shortens compliance review cycles, and gives advisers back the one thing they're always short on: time with clients.

This is the first step in a deeper collaboration with Intelliflo. Our goal is to automate even more of the manual admin work that burdens advice firms, from suitability letters to review pack prep, so that scaling your business doesn't have to mean scaling headcount.

If you're a Posterity user with Intelliflo, this integration is already available in your account. If not, get in touch and we'll show you what it can do.

Ready to see how Posterity can streamline your compliance workflows? Book a demo to discover what automated documentation can do for your firm.