Standardise advice. Strengthen oversight. Scale support.
One central platform for workflows, records, compliance, reporting, onboarding and AI-enabled productivity across every adviser in your group.
Oversight
See every adviser, file and workflow in one place
- Centralised file review & audit
- Consistent advice processes across the group
- Single client data set, group-wide
Run the group
Everything a group needs to operate
Reporting & insights
Business performance across advisers and product lines.
Adviser onboarding
Bring advisers on with process and standards built in.
Training & monitoring
Supplier info, standards and ongoing supervision.
White-label
Your brand in front, Intella behind it
Groups and FAPs can run Intella as their own platform. Your advisers log in to your brand, and the platform, workflows and AI underneath stay the same.
- Your logo, colours and product naming across the adviser experience
- Branded client documents, from scope of engagement to statements of advice
- Your own domain and adviser login
- Group-wide templates and workflows set by you, not by us
- The client portal carries your brand too, not ours
Bring your branding in
We set it up with you, so it looks like your platform from day one.
One adviser experience
Advisers stay in your brand while you keep group oversight and reporting.
Updates included
New platform capability arrives without a separate build for your instance.
Migration
Switching shouldn't mean losing your client history
We help groups move from Trail, MyCRM or Adviser CRM with client history intact and AI-assisted data checking.
Bring your group onto Intella
A tailored walkthrough for group leaders and FAPs.