Keep the context together.
Bring client history, documents and related work within reach, so colleagues can pick up the relationship without rebuilding the story.
BUILT FOR AUSTRALIAN FINANCIAL ADVICE FIRMS
Your clients.
Your work.
One Command Centre.
Bring client context, advice workflows and review cycles together—with AI to help your team prepare and keep work moving.
Built around your firm. In your Microsoft environment.
BUNYA COMMAND CENTRE Illustrative data
Clients & relationshipsAdvice & reviewsPractice visibility
THE CORE OF THE BUNYA OPERATING SYSTEM Clients + Advice + Reviews + AI
KNOW THE CLIENT. KNOW THE WORK.
Keep the relationship in view.
Make the next step clear.
Keep the handover moving.
See stages, responsibilities and outstanding items as advice work moves between advisers, support and paraplanners.
See the practice position.
Bring pipeline, fee information and progress into the management conversation with reporting shaped around your firm.
EXPLORE THE PRODUCT
See the work.
Know the next step.
Explore how your team can move from the working day into advice preparation, client reviews and practice reporting.
01 / COMMAND CENTRE
Start with what needs your attention.
Bring active work, upcoming meetings and client context into view. Open the record behind the next action.
Test Drive it Yourself ↗Recreated interface · illustrative dataPREPARE WITH CONTEXT. FOLLOW THROUGH WITH CLARITY.
Less starting over.
More moving forward.
Keep recurring client work organised, and give your people a better starting point for the next task.
CLIENT REVIEWS
The next review.
Already on the radar.
Coordinate review dates, preparation and responsibilities. Keep outstanding follow-up visible so your team knows what still needs attention.
AN AGREED REVIEW WORKFLOWPrepare. Meet. Follow through.Dates, owners and next actions defined for your firm.
AI-ASSISTED PREPARATION
A better first draft.
Your team’s final say.
Use connected information and agreed AI skills to prepare drafts and proposed actions. Your people check the output and decide what happens next.
ILLUSTRATIVE WORKFLOWContext → Draft → Human reviewPeople stay at the approval points.
YOUR WORKFLOWS. YOUR MICROSOFT ENVIRONMENT.
Built around the work.
Configured for your firm.
Define the fact-find, SoA and RoA preparation workflows, required inputs, review stages and handovers your team needs. Keep relevant activities and supporting records connected to the matter.
Your scope sets the supported outputs, permissions and connections. Your agreement defines component rights and handover, alongside Microsoft licensing, usage and ongoing services.
Understand the model ↗CONFIDENCE IN THE MOVE
Make the move.
Bring your team with you.
Agree the Blueprint.
Define the workflows, connections, responsibilities and costs before the build.
Test the real work.
Prove representative scenarios and the migration approach with your people.
Learn and apply.
Use client video tutorials, practical tasks and agreed support to make the move.
YOUR NEXT CHAPTER STARTS WITH ONE WORKFLOW.
See what Bunya could
bring together.
Explore Command Centre with example data, or talk through your priorities.