The Infrastructure for Financial Advice

Give every client a real answer. Give every adviser a head start.

Guidance, modelling and advice — one system for super funds, advice licensees and platforms.

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Built for organisations delivering financial advice.

Super funds, advice licensees and platforms run engagement, modelling and advice on a single infrastructure, under your brand. Connect into your existing CRM and the rest of your ecosystem, built around the workflow your team already runs.

Super funds

A member's retirement question gets a modelled, plain language answer inside your own app with the reporting and audit trail your governance already requires.

For super funds

Advice licensees & advisers

Bosco™, powered by SUGAI™, puts modelling and AI-enabled assistance in your adviser workspace, so advisers deliver quality advice more efficiently inside a workflow built for compliance.

For advice licensees

Platforms & product providers

Advisers move from modelling and advice to execution without leaving your platform, with the glass box compliance their governance already requires.

For platforms

The context that never resets.

SuperAnne™ asks the question. SUGAI™ models it. Bosco™ hands it to an adviser. Same thread, nothing re-entered along the way.

SuperAnne™

Clients chat naturally about goals, contributions, investment switches or retirement, and come away understanding exactly where they stand — structured, regulatory-aligned projections, explained without jargon.

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SUGAI™

Cashflow, tax, assets and liabilities evaluated in one timeline-based model, exposed as plug-and-play APIs, with every projection traceable to the rules and assumptions behind it.

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Bosco™

The adviser workspace that receives the whole conversation, not just the client. Keep modelling from exactly where SuperAnne™ left off, draft the Statement of Advice, and deliver it back through the same thread the client started in.

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The same question.
The InvestStream way.

The old way

  • A form or calculator can only respond to the questions its fields allow. Anything unexpected has nowhere to go.
  • A calculator returns a number with no reasoning attached to it.
  • The client re-explains everything from the beginning to an adviser.
  • The adviser rebuilds the scenario from scratch, in a separate system.
  • A Statement of Advice takes days to draft, disconnected from the conversation that led to it.

The InvestStream way

  • Clients ask in their own words and explore follow up questions in the same conversation.
  • Every figure traces back to a rule and an assumption you can inspect.
  • The conversation travels with the client — questions, scenarios, outcomes.
  • In Bosco™, the adviser picks up the scenario and modelling from exactly where it left off.
  • The Statement of Advice is created within the same workflow and communicated to the client via SuperAnne™.

A different reason to say yes, for every seat in the room.

Every question gets a real answer

A client's question gets a plain language answer within your own app, instead of a content library they never open.

Adviser time spent on clients, not reconstruction

Appointments open with the conversation and the scenarios already there, so limited adviser capacity goes to the decisions that need a person.

A record reviewers don't have to reconstruct

Scope declared in the conversation, assumptions versioned, every projection traceable and reportable months later, not reconstructed.

The topics clients keep asking, all in one view.

Every SuperAnne™ conversation adds to the picture automatically, so your teams see what clients actually ask.

Not a chatbot wearing a finance skin.

SuperAnne™ feels like a conversation because that's the simplest way to ask a question. Underneath, SUGAI™ is doing the harder work — the same cashflow, tax and stochastic modelling a licensed adviser would run, not a language model guessing at a plausible-sounding number.

See a client's question become a modelled answer in real time.

Thirty minutes, your own use case. We'll walk through the conversation, the modelling behind it and the adviser handoff.

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