SUGAI™
SUGAI™ runs the modelling behind SuperAnne™, Bosco™, and anything else you build. The same engine, whether it's one scenario or a million of them.
Cashflow, tax, assets, liabilities and retirement evaluated together on a unified timeline, not as separate disconnected calculators.
One modelling environment for financial inputs, policy rules and economic assumptions, not a patchwork of calculators bolted together.
Change one input and the whole scenario recalculates. Nothing rebuilt or re-run by hand.
Carry-forward contributions, re-contribution strategies and partner modelling are only possible because every variable is modelled together, not separately.
Every projection traces back through the rules and assumptions that produced it, reviewable by your compliance team, not just seen by your clients.
Every output links back to the specific assumption and input that produced it.
A calculation isn't a black box between input and output. Every intermediate step is visible, not just the start and the finish.
A full record of every scenario and assumption, reportable months later, not reconstructed from memory.
The same modelling runs underneath SuperAnne™, Bosco™, or an interface you build yourself, nothing rebuilt for each one.
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The same engine models a client's question in SuperAnne™ and an adviser's scenario in Bosco™ — one calculation, multiple interfaces.
Integrate the same modelling infrastructure across every client and adviser experience you run.
The same engine that models one scenario models every conversation running across your organisation at once, without drift between them.
SUGAI™ connects into your existing systems through flexible, API-driven integration — investment and superannuation platforms, advice technology, adviser tools and client applications, without rebuilding your logic to fit ours. Every output is yours. Take it, export it, build on it, analyse it. Use it to understand your business and make sharper decisions.
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SUGAI™ is InvestStream’s financial modelling infrastructure designed to power modern financial engagement. It brings together cashflow, superannuation, tax, assets, liabilities, and retirement projections within a unified modelling engine, allowing institutions to deliver consistent financial scenarios across digital advice platforms.
No, super is one input among several. SUGAI™ evaluates cashflow, tax, assets and liabilities together on one timeline, which is what makes retirement projections accurate in the first place; they don't happen in isolation from the rest of a client's finances.
SUGAI™ is designed for financial institutions including wealth platforms, superannuation funds, and financial advice organisations looking to deliver scalable modelling and financial guidance across digital channels. The modelling infrastructure can power adviser tools, client portals and digital environments from a unified governed intelligence layer.
Traditional tools are usually tied to one expert workflow. SUGAI™ centralises the rules, assumptions and calculations into one infrastructure layer that can power multiple platforms without rebuilding the logic each time.
Yes. SUGAI™ is API-first and built to connect with existing platforms, advice technology, and adviser or client applications you already run.
Every projection is generated from defined inputs and assumptions, so it can be traced back through exactly what produced it, supporting audit, transparency and regulatory alignment.
