Client data stays where it belongs
Advice files hold some of the most sensitive information a client will ever share. Intella is built so that data stays inside the platform, the AI runs on a closed model, and every action leaves a record.
The AI model
A closed model, not a public chatbot
Stella works inside the platform boundary. Client information is used to do the task in front of it, and nothing else.
- Runs on a closed model in a secure, controlled environment
- Client data is never used to train a public model
- Client data never leaves the platform without encryption
- Output is drafted for adviser review, never filed unseen
Inside the boundary
Prompts, documents and client records stay within the Intella environment.
Adviser in control
Every AI-generated note, document and recommendation is reviewed before it counts.
Recorded, not implied
What the AI produced and who approved it forms part of the file.
How the platform is protected
Controls that apply to every file
Data residency
Client data is held onshore, with the location known and disclosed rather than assumed.
Encryption
Data is encrypted in transit and at rest across the platform.
Role-based access
Advisers, support staff and group oversight each see only what their role requires.
Audit trail
Who changed what, and when, is recorded against the client record.
Backups & recovery
Regular backups with tested recovery, so a bad day is not a lost file.
Group separation
Each business's data is separated, including where a group oversees many advisers.
Questions we get asked
Straight answers
If your FAP needs something specific for its own due diligence, ask and we will provide it.
Does the AI read my whole client base?
No. It works on the file in front of it, for the task you asked for.
Who at Intella can see client data?
Access is limited to staff who need it for support, and that access is logged.
What happens if we leave?
Your data is yours. We provide an export of client records and documents.
Can you complete our security questionnaire?
Yes. Send it through and we will work through it with your compliance lead.
Bring your security questions
We would rather answer them before you commit than after.