For Super Funds

The Next Era of Member Engagement.

SuperAnne™ and SUGAI™ embed a new digital intelligence layer in the app your members already know and trust, powering everyday guidance and a clear path to advice.

Why Super Funds Choose InvestStream

Responsible AI-Enabled Member Engagement

Meet members where they are with conversational scenario modelling, so engagement grows with your membership, not your headcount.

A Retirement Income Strategy You Can Prove

Every conversation is modelled by SUGAI™ — traceable, reportable, and ready to support your Retirement Income Covenant obligations, not just your member experience.

A Clear Path from Guidance to Advice

Members who want more than guidance can connect to your advice team from within SuperAnne™, while Bosco™ gives the adviser their full context for a warm handover.

The Products Behind It

Advice Infrastructure, embedded into your ecosystem.

How Super Funds Use InvestStream

Natural Conversations

A member logs into your trusted app and asks SuperAnne™ a question, in their own words. No jargon, no forms to fill out to find an answer.

Modelled Answers

As members ask questions in plain language, SUGAI™ models alongside them, showing how different choices could play out and helping them become more financially capable.

Adviser Handoff

When a member wants a professional opinion, the full conversation context is sent to a licensed adviser through Bosco™ for a warm handover, with nothing to re-explain.

Centralised Configuration

Branding, your fund’s voice, knowledge base and assumptions are set centrally and deployed once, not managed per member or rebuilt for every channel.

Usage and Compliance Oversight

Gain insight into what members are asking, with records of every conversation, modelled scenario and adviser handoff ready to support your reporting obligations.

What Changes for Your Fund

The old way

  • Members get generic content with no way to see whether it leads to action, or fixed journeys that can’t adapt to the different questions on their mind.
  • Members may wait weeks for an appointment with an adviser, and their circumstances may have changed by the time they're seen.
  • Members don’t have access to affordable episodic advice, or feel uncomfortable asking about what’s on their mind.
  • Funds have no visibility into what members are actually asking, or what's on their minds.

The InvestStream way

  • Members ask in their own words and get real answers and projections to the questions on their mind, inside the trusted portals and applications they already use.
  • Members connect with an adviser through Bosco™, with their context and conversation carried forward.
  • SuperAnne™ is available 24/7, so members can do initial triage and ask questions without waiting for an appointment or feeling awkward.
  • See the questions and topics members raise most often, giving your team insights and a clearer view of where support is needed.

Explore the Next Era of Member Engagement.

See how SuperAnne™, SUGAI™ and Bosco™ work together for your fund.

Request a demo