We believe that there is a smarter way for financial professionals to look after their clients. Our SMSF + non-SMSF solutions were developed to fill this business need for Accountants and Advisers. Partnering with Intello allows you to focus on building meaningful relationships and provide value-adding advice.
Kris Kitto
Relationship Manager | Executive Director
Deliver a better experience and improve customer retention by partnering with Intello and utilising our portal. Send, track, execute, and manage all of your client’s important documents, notes and data in one place, allowing you to get the information you need, when you need it.
Visualise and connect your client to their financial position. Effortlessly provide actionable, high value advice.
We have developed a simple and intuitive solution that integrates with your software and streamlines the way your team and business operates. This means you can focus more time on providing high-value financial expertise to your clients and less time on managing administration and compliance.
