For Advice Licensees & Advisers
Bosco™, powered by SUGAI™, builds intelligent advice assistance into the platform, so advisers can simplify complex processes and deliver quality advice to their clients more efficiently.
Modelling Built Into the Workspace
Bosco™ and SUGAI™ put scenario modelling in the same workspace as the client file, so advisers move from scenario to recommendation without switching systems.
A Compliant Workflow, Start to Finish
Every conversation and scenario is reportable, and every Statement of Advice is drafted from a full, traceable thread, built to support your compliance obligations, not just adviser efficiency.
From a Conversation to Outcome
Built-in intelligence and financial modelling work together inside Bosco™, shortening the time from a client’s first conversation to delivered advice.
Advice infrastructure built around your advisers, embedded into your ecosystem.
The modelling engine — cashflow, tax, assets and liabilities on one timeline.
The adviser workspace — receives full context, keeps modelling, delivers advice.
The white-labelled client experience that walks clients through their fact find before the adviser steps in.
Advisers ask, and Angus Insights acts. It sets up the modelling and pulls up client details inside Bosco™, while the adviser reviews everything and makes every call.
SUGAI™ puts cashflow, tax, assets and liabilities on a unified timeline, so advisers can work through complex client situations and reach advice faster.
Plug-and-play APIs connect Bosco™ and SUGAI™ to the CRM of your choice and the rest of your ecosystem, so advisers keep working in the tools they already know.
Branding, compliance rules and assumptions are set once, centrally — consistent across every adviser in your practice, not managed one by one.
Every piece of advice is recorded and reportable to support your compliance. It’s your data, available to view in Bosco™ or through APIs for insights into your business.
The old way
The InvestStream way
