Back Office & CRM
Automatically record advice from the UK's most popular back office platform.
Intelliflo is the dominant back office and practice management platform for UK IFAs and wealth managers. Bedrock integrates directly with Intelliflo to capture suitability reports, fact finds, and client recommendations the moment they are created — with no manual steps required.
How it works
Adviser creates or AI generates a suitability report in Intelliflo
Bedrock receives the document via webhook and records it in the immutable ledger
The document is automatically routed to an FCA-authorised reviewer via Bedrock Principal
Once reviewed, the certificate is attached back to the client record in Intelliflo
Features
- Automatic capture of suitability reports and recommendations
- Bi-directional sync — certificates written back to client records
- Fact find data used to enrich ledger metadata
- Zero manual steps for advisers
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
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