Better advice.
Lower cost to serve.
Built-in compliance.
Intella brings your CRM, client journeys, advice workflows, compliance records and controlled adviser AI into one secure platform. Across home loans, insurance, KiwiSaver and wealth.
for regulated advice
One platform, four advice lines
Collect client data once. Reuse it across every advice journey.
One client record connects lending, insurance, KiwiSaver and wealth — so advisers spend less time re-keying and more time advising.
Home loans
Pipeline, applications and lender feeds from fact find to settlement.
Insurance
Cover, policies, claims and reviews across every provider.
KiwiSaver & wealth
Investment advice and ongoing reviews on the same client record.
Controlled AI, inside the advice workflow
Our AI agent Stella works on your client record — not an open chatbot. File notes, advice document drafts, data backfilled from statements and policies, and a QA check before you submit.
- Runs on a closed model in a secure, controlled environment
- Client data never leaves the platform without encryption
- Every action leaves a compliance trail
Take Stella into the room
Record client meetings on the Intella app and let Stella do the writing. Advisers stay present in the conversation while file notes, tasks and the client record fill in behind them.
- Capture meetings in the field, on any device
- Stella turns the conversation into file notes
- Client record and tasks updated automatically
One client data set
From single transactions to lifelong client relationships
Compliance & record keeping
Confidence the right steps were followed
Right steps followed
Advice processes guide each journey from fact find to complete.
Right records kept
Communications, documents and disclosures captured automatically.
Outcome explainable
A clear, reviewable trail behind every recommendation.
Built for advisers, valuable for groups
One platform, three points of view
For advisers
- Less chasing, more advising
- Clients, pipeline & reviews in one place
For business owners
- Visibility across the practice
- Consistent process & output
For groups & FAPs
- Central file review & oversight
- Reporting, onboarding & standards
Why Intella
See Intella on your own client data
A 30-minute walkthrough of the platform and Stella.