MEET STELLA
Controlled AI, purpose-built for advice
Stella sits inside the advice workflow — working on your client record, not an open tool you paste client data into. Safer, faster, more consistent advice.
How it works
Three steps, inside your workflow
Step 1
Capture
Meeting notes, uploads and forms become structured client data.
Step 2
Draft
File notes, advice documents and forms drafted from the record.
Step 3
Check
A QA pass flags gaps before you finalise and submit.
Capabilities
What Stella does for advisers
AI file notes
From meetings and calls.
Document drafting
SOA, SOE and letters.
Data extraction
From statements & policies.
Data backfill
Fills the client record.
Compliance QA
Checks before submit.
Review prompts
Proactive client nudges.
Your second set of hands
Credit analyst, underwriter, para planner.
Inbox management
Every email matched to the right client, whatever address it comes from.
One day…
Stella would like to arrange your dry cleaning and order the pizza for work drinks.
REGULATOR-FRIENDLY BY DESIGN
A closed environment, not an open chatbot
- Client data never leaves the platform
- Trained on legislation & FMA guidance
- Every action logged for audit
What Stella won't do
- Send client data to public AI tools
- Make the final advice decision for you
- Act without leaving a record
See controlled AI in advice
Book a demo of Stella on real advice journeys.