Intello

Admin users have access to extra functions: adding other users, updating default task allocation rules and updating payment details.

Admin or 'Power-User' functionality on the Intello Adviser Portal

If you are an administrator user of the Intello Adviser Portal you can easily add / invite or remove new team members under Settings.

Update your logos, icon, branding and colours for your adviser portal.

You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF

A binding death benefit nomination ( BDBN ) request form is available under Online Forms via our adviser portal.

Under the Jobs section in the adviser portal, all active 'Jobs' we are working on are displayed and a status or state is also attached.

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Track the progress of all tickets related to your company.

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