Portal for Advisers and Accountants

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23 articles in this collection
Written by Kris Kitto, Intello Robot, and Jessica Pearson

Class Multi-Factor Authentication for Advisers

When you log into Class you will need to set up multi-factor authentication (MFA) for access to the Adviser Dashboard & Client View
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Written by Intello Robot
Updated over a week ago

Existing Class Licence - Intello Portal Integration

Follow these steps to invite the Intello Portal user to your Class licence to enable us to integrate and exchange client data.
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Written by Kris Kitto
Updated over a week ago

Advisers & Accountants | Utilise White Label branding for your SMSF Administration Offering

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Written by Jessica Pearson
Updated over a week ago

Notification Changes February 2019

Based on adviser feedback, we've adjusted how & when notification emails are triggered. This may result in you receiving additional emails.
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Written by Kris Kitto
Updated over a week ago

How to add or remove users from your team 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.
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Written by Kris Kitto
Updated over a week ago

How to provide clients with access to the Intello Portal or Class Client View

Intello enables you to provide your clients with online access to their up-to-date SMSF and non-SMSF portfolios.
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Written by Kris Kitto
Updated over a week ago

How to Create or Update your Adviser Portal Branding

Update your logos, icon, branding and colours for your adviser portal.
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Written by Jessica Pearson
Updated over a week ago

Adviser Portal - Demonstration Login

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Written by Kris Kitto
Updated over a week ago

Adviser Portal Demonstration

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Written by Kris Kitto
Updated over a week ago