Less admin. More advice.
Whether you work on your own or run a small practice, Intella carries the paperwork: one client record across mortgage, risk and investment advice, with AI drafting the notes and documents behind you.
A day on the platform
The work that used to happen after hours
Client-facing time stays client-facing. The record catches up as you go.
What you get
Everything a practice needs, without a stack of tools
One client record
Mortgage, risk and investment advice against the same family, with the history intact.
AI file notes
Notes written from your meetings and calls, filed where they belong.
Document drafting
Scope of engagement, statements of advice and client letters from the record.
Compliance built in
The right steps followed and recorded as part of daily work, not a separate job.
Review prompts
Renewals, rate rollovers and annual reviews surfaced before the client asks.
Inbox management
Every email matched to the right client, whatever address it comes from.
Getting started
Up and running without losing a week
Onboarding is staged so you keep writing business while your data moves across.
Walkthrough
Thirty minutes on your business, your product lines and where the time goes.
Your data moves
Clients, policies and loans come across with history, checked on the way in.
First files
We stay alongside you through the first advice processes end to end.
Part of a group?
The same platform, with oversight on top
If you write business through an adviser group or FAP, Intella gives your group standardised workflows, reporting and file review without changing how you work day to day.
See Intella on your own client data
A 30-minute walkthrough of the platform and Stella.