What to Expect with Intelliflo Paraplanning

What the outsourced Intelliflo paraplanning experience looks like. Workflow, document assembly, QA checks and SLA expectations.

Last updated

April 1, 2026

Key Points

This article covers the Intelliflo-specific service model for offshore outsourced paraplanning, including how Felcorp works inside your instance, document assembly and the QA process.

Your paraplanner works directly in your Intelliflo instance for strategy modelling, product research, document production and file notes
Document assembly supports both Intelliflo's in-platform tools and Word-based templates
QA includes additional workflow completeness checks specific to Intelliflo's less prescriptive advice workflow
External research and modelling tools supplement Intelliflo's native capabilities where needed

This article is part of our Intelliflo Paraplanning service on the Intelliflo platform.

The general outsourced paraplanning service model is covered in Our Standard Paraplanning Process. This article covers what is specifically different when your engagement runs through Intelliflo.

How does Felcorp work inside Intelliflo?

Your dedicated offshore paraplanning services logs into your Intelliflo instance and works directly within your file structure. There is no file export, no external document assembly and no re-import.

Everything happens inside your Intelliflo environment:

Strategy modelling - current and recommended scenario modelling using Intelliflo's internal projection and analysis tools
Product research - investment selection and platform analysis using Intelliflo's research capabilities alongside external tools where required
Document production - SOAs and ROAs assembled directly using your templates, whether in-platform or Word-based
File notes - all notes, assumptions and flags documented in the client file within Intelliflo

Intelliflo's strategy modelling tools and product research capabilities are still being developed. They are functional but not yet as comprehensive as Xplan or AdviserLogic. For jobs that need deep modelling or extensive product comparison, the paraplanner may use external research tools alongside Intelliflo. As the platform continues to ship features at its current pace, these gaps are narrowing.

Tip: Where Intelliflo's built-in tools do not cover what is needed, the paraplanner uses external research and modelling tools and feeds the outputs back into your Intelliflo instance. This is documented in the SOP for consistency.

How does document assembly work?

SOAs can be prepared using Intelliflo's in-platform document tools or assembled using external Word templates. Intelliflo's document generation system is still maturing. Some practices find the in-platform tools sufficient for straightforward advice. Others extract data from Intelliflo and build the final document in Word.

Felcorp works with whichever approach your practice uses. For Word-based workflows, the paraplanner extracts data and strategy outputs from Intelliflo and assembles the advice document in your Word template. Verification against the brief catches data errors before they reach the adviser.

What Intelliflo-specific QA checks apply?

Felcorp's standard QA process applies to all files before handback. On Intelliflo engagements, the QA review includes additional checks:

Auto-populated field accuracy - every pre-filled field verified against source data
Template version control - confirmation that the correct template version was used, whether in-platform or Word-based
Licensee compliance overlay - all compliance sections reflect your licensee's requirements. This is critical on Intelliflo where template ecosystems are less established
Workflow completeness - because Intelliflo's advice workflow is less prescriptive than other platforms, the QA team verifies that no steps were missed

QA Check	What Felcorp Verifies
Auto-populated fields	Every pre-filled field verified against source data
Template version	Correct template version confirmed for both in-platform and Word-based assembly
Licensee compliance	All compliance sections reflect your licensee's requirements, critical where template ecosystems are less established
Workflow completeness	Verification that no steps were missed in Intelliflo's less prescriptive advice workflow

"Intelliflo's advice workflow is less prescriptive than other platforms, which means our QA team runs additional completeness checks to make sure nothing was missed. As the platform matures, these extra steps will reduce."

Tobias Fellas | Founder & CEO, Felcorp Support

Turnaround and SLAs

SLAs, as with all financial planning outsourcing engagements, are calibrated during the trial period based on your actual case mix and volume. Early turnaround times on Intelliflo may run slower than Xplan or AdviserLogic. This reflects platform maturity, not paraplanning capability. SLA targets are set with this ramp-up factored in.

For the full turnaround breakdown by complexity, see Our Standard Paraplanning Process. For SLA structures, see Felcorp SLA Options.

Getting started on Intelliflo

Intelliflo is cloud-based with no VPN required. Your practice provisions a dedicated user seat for the Felcorp paraplanner with appropriate permissions before access begins.

Once the account is provisioned, the onboarding covers template mapping, workflow preferences and licensee requirements. Intelliflo's onboarding takes slightly longer than other platforms due to extra template discovery and workflow mapping. For the full setup guide, see Getting Started with Outsourced Intelliflo Paraplanning.

Felcorp also offers on demand paraplanning services for practices that need flexible, pay-per-use paraplanning without a full-time commitment.

Frequently asked questions

Does the paraplanner need their own Intelliflo licence?

Yes. Intelliflo uses dedicated user seats, so your practice provisions a separate account. This gives you full control over permissions, visibility and audit trails.

Is Intelliflo mature enough for outsourced paraplanning?

Yes, with context. Intelliflo is operational and Felcorp delivers outsourced paraplanning services on it today. The platform handles core advice production workflows. Where it falls short compared to Xplan or AdviserLogic is in the depth of strategy modelling tools and advice workflow sequencing. These areas are developing rapidly. For practices already running Intelliflo, outsourcing paraplanning works.

Can the paraplanner use external tools alongside Intelliflo?

Yes. Where Intelliflo's built-in tools do not cover what is needed, the paraplanner uses external research and modelling tools and feeds the outputs back into Intelliflo. This is documented in the SOP so the workflow is consistent. As Intelliflo's native tools develop, the need for external supplements will reduce.

How do I know if I need a paraplanner or something else?

If you are unsure whether paraplanning is the right fit, see Help me choose which paraplanner I need for a breakdown of the different service models and how they map to your workload.