Portfolio administration

Engage better with your clients

Build better relationships

Grow your business

Streamline your portfolio administration with an award-winning team and software

See the full picture of your clients’ wealth

Our portfolio administration services provides a flexible and simple administration solution that reduces the complexity of managing your clients investment portfolio. Our team of experts understand the ever-changing demands of investment accounts and can help you manage non-SMSF portfolios including family trusts, investment trusts, unit trusts, company, partnership and individually held accounts.

Let our team take care of all the paper work and performance reporting, giving you and your clients peace of mind.

A better way to manage your portfolio administration

Our portfolio administration solution is designed to provide Advisers with full visibility of their client’s investment portfolios
without necessarily utilising a wrap account. In addition to online and taxation reporting we can also take care of
the annual compliance and lodgements for your clients non-SMSF entities including full financial statements.

Our solution provides:

  • Greater control over your clients investment portfolio.
  • Taxation Reporting
  • 24/7 online access to your consolidated investments
  • Portfolio performance reporting
  • Access to wholesale investments, direct shares, Bonds & Term Deposits
A synergy between human efficiency and technology.

Unlock your potential.
With a truly trusted service.

Work with a provider who understands what Advisers need. After all, our solution has been built by Advisers for Advisers.

Our intuitive solution streamlines the way your business operate, maximising your productivity so you can focus more time on providing high-value financial expertise to your clients and less time on managing administration and compliance.

Award-winning team
Did you know? In 2016 and 2017, we won the SMSF Adviser SMSF Administration Provider of The Year.
Award-winning Software
Class has been voted best SMSF software provider three years in a row, in the SMSF Adviser SMSF Awards.
All the Data you need
Be ready to provide high value advice with a fully integrated service with over 150 automated data feeds.
Get the right support
Our efficient, in-sourced processes means we are equipped with the time and resources to provide expert technical support.

Turn your client experience
into an engaging interaction.

Deliver better experience and improve customer retention with our purpose built Adviser 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.

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Don't just take our word for it!

What our Advisers have to say

Scott Forbes
Clan Capital

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Shan ZavahirSacha BurchgartJoshua Stega
"It has been a pleasurable experience since changing over to you. The staff with whom we have dealt with and the transition has been seamless and I would like to personally thank Rob McAskill for providing his technical expertise when required. Great people to work with."
Shan Zavahir
Platinum Strategies
"I have been incredibly impressed by the quality of service, assistance, and information provided to me. I definitely consider the team to be an extension of my business. After many months researching the different SMSF Administration solutions out there, I thankfully came across Intello."
Sacha Burchgart
Burcheart
"Working with Intello has resulted in a huge boost to our business. Not only are they experts in their field, they are passionate about what they do and are always looking for ways to improve their offering. Their skill level is such that they have been able to help with complex superannuation situations, when other firms could not."
Joshua Stega
JAS Wealth
People who have partnered with us!

Here are some of our awesome clients.

We are proud to feature some of our great clients. We love working with forward-thinking advisers to help them see the SMSF part of their business really take off. If you’d like to be a part of this, please contact us.

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Burcheart
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Clan Capital
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JAS Wealth
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Elston
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GPS Wealth
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My Wealth Solutions
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Platinum Strategies
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Quill Group
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WD Nicholls

Start incorporating intelligent operations into your business today!

Join over 100 other Advisers who are already partnering with Intello to help them streamline and scale.

Looking for thought-provoking content to help you grow?

Our team take the time to write and collate valuable content and insights that will help you think differently, challenge the status quo and evolve your business operations.