Understand the workflow.
Start with how the firm operates and where work gets held up.
ABOUT BUNYA
More room for
the human work.
We build connected systems for the people running Australian advice firms.
So your team can give more attention to clients and the decisions that need their judgement.
BUNYA COMMAND CENTREIllustrative data
SOA — Retirement & Wealth Strategy
Example Family · Strategy & Plan Formation
Working on this file
- AEAlex ExampleFinancial Adviser · Principal
- JSJordan SampleAssociate Adviser
- SESam ExampleClient Services · Admin pool
- TSTaylor SampleClient Services · Admin pool
Client journey
- Fact find — prefilled from conversation✦ Cowork
- Strategy paper — generated & reviewed✦ Cowork
- Adviser review & authoriseTodayAE
THE BELIEF BEHIND THE BUILD
Good advice deserves
a well-run practice behind it.
Client conversations depend on preparation, records, handovers and follow-up. Bunya connects that work so people can see what matters and move it forward.
Built around the people.
And the work between them.
Connect the context.
Bring relevant records, tasks and responsibilities together.
Keep people accountable.
AI prepares and supports. Your team reviews and decides.
ONE CONNECTED SYSTEM
A clearer view.
Across the firm.
Command Centre is the core of Bunya, with Broadcast HQ and Bunya Voice extending the work. Your Blueprint defines the products, permissions and connections included for your firm.
Explore the operating system ↗What you should expect from us.
Start with the real work.
Understand the people, information and exceptions before deciding what to automate.
Make ownership practical.
Define the environment, delivered components, rights and handover in your agreement.
Prove it together.
Test agreed scenarios with the people who will use the system. Give gaps a clear owner before rollout.
Keep improving.
Help the team learn, apply and evolve the way they work through client video tutorials and agreed support.
For firms ready to connect the work.
Bunya is designed for established and growing Australian advice firms that want client operations, communication and follow-up to work better together.
Bring a workflow that creates friction, the systems it touches and the outcome you want to improve. We assess data quality, specialist tools and integration access as part of defining a practical scope.
How implementation works ↗
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