COMPLIANCE & GOVERNANCE
Compliance as confidence, not burden
Good process becomes part of daily work. The right steps are followed, the right records are kept, and every outcome can be explained.
Record keeping
A record you can stand behind
Record keeping
Documents, disclosures and advice records held together.
Communication history
Email and client comms captured automatically.
Audit visibility
A reviewable trail behind every recommendation.
Controlled AI
Keep client data out of uncontrolled tools
Stella gives advisers AI inside a closed, FMA-aligned environment — reducing the risk of client data ending up in open AI tools.
- Purpose-built for regulated advice
- Every AI action logged
Compliance that scales with the business
Fewer errorsFaster onboardingEasier file reviewConsistent output
Make good process effortless
See how Intella builds compliance into daily work.