For Platforms & Product Providers

Advice That Stays On Your Platform.

Connect advice tools and investment execution through integrated technology, with SuperAnne™, SUGAI™ and Bosco™ taking advisers from modelling to implementation within your platform, under your brand.

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Why Platforms Choose InvestStream

Advice and Execution, Unified on One Platform

Advisers move from modelling and advice to implementation without leaving your platform.

Compliance Oversight, From Advice to Execution

Every step from advice to execution is recorded and reportable, giving compliance a glass box view, not just the outcome.

Insight at Every Level of Your Business

Every partner on your platform each get their own view of what clients are asking and what’s landing, with the data available through dashboards and APIs.

The Products Behind It

Advice infrastructure for your partners, embedded into your platform under your brand.

SuperAnne™

Conversational guidance and education, embedded in your own experience.

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SUGAI™

The modelling engine — cashflow, tax, assets and liabilities on one timeline.

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Bosco™

The adviser workspace — receives full context, keeps modelling, delivers advice.

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How Platforms Use InvestStream

API-First Integration

Connect SUGAI™, SuperAnne™ or Bosco™ into your existing platform through flexible APIs. Take one layer, or the whole stack.

White-Labelled to Your Brand

Every partner on your platform experiences it as part of your platform, not a third-party tool bolted on.

Advice Solutions, Embedded in Your Platform

Guidance, modelling and adviser tools appear as part of your platform’s own experience, so your partners never have to build or maintain them.

Centralised Configuration

Each partner sets up their own branding, content and assumptions, while you manage the infrastructure underneath.

Engagement Visibility

Leverage real-time data and analytics to generate actionable insights into how clients and advisers are engaging, what they're asking and where the opportunities are, so advice outcomes keep improving.

What Changes for Your Platform

The old way

  • Advice tools are often built as separate products that sit outside the platform, so advisers leave it to move from advice to implementation.
  • Advice technology often relies on one-off integrations that are slow to build and hard to maintain across a platform’s ecosystem.
  • Data from advice tools and investment activity usually sits in separate places, so no one sees the whole picture of what clients need and how advice performs.

The InvestStream way

  • Advice is embedded in your platform, so advisers move seamlessly from advice to execution without leaving it.
  • APIs connect our solutions to the rest of your ecosystem, so partners are up and running without a custom build.
  • Data and analytics span advice and investment activity, giving a complete view of client needs and advice outcomes.

The Infrastructure Behind Your Infrastructure.

See how SuperAnne™, SUGAI™ and Bosco™ run inside your platform.

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