From sign-off to advice in place.
Advice implementation in Bunya Command Centre turns signed advice into tasks, each with an owner and a due date. Bunya prepares the paperwork and checklists, and your team authorises every action.
Nothing is lodged with a product provider until a person on your team has authorised it.
Book a demo- PreparedRollover checklist and form, from the signed authorityBunya
- CheckedTwo fields correctedSam · client services
- LodgedThrough your usual channel, once approvedNot started
- ApprovedThe action itselfReady for Alex to authorise
What changes
Signed is not the same as done. The last mile is where advice waits.
After the client says yes, authorities, forms and tasks still have to be prepared, checked and lodged. Command Centre gives each one an owner and keeps the result on the record.
| The work | Today | With Command Centre |
|---|---|---|
| Authority paperwork | Prepared by hand after the client says yes. | Filled from the verified client record, ready to sign. |
| Tasks | Live in someone’s inbox or memory. | Proposed with an owner and a due date. |
| Each action | Checked whenever someone gets to it. | Authorised by a person before anything is lodged. |
| Confirmations | Arrive by email and stay there. | Filed to the client record. |
How it works
Prepared by Bunya. Authorised by your team.
- Stage 7
Accuracy and authority
Bunya preparesAuthority and acceptance paperwork, filled from the verified client record.
Your team decidesThe client confirms. Your team checks it is complete and signed.
- Stage 7
Adviser sign-off
Bunya preparesA summary of what was recommended and what the client authorised.
Your team decidesThe adviser signs off. Nothing is implemented before they do.
- Stage 8
Tasks, owners, due dates
Bunya preparesTasks proposed from the authorised advice, each with an owner and due date.
Your team decidesAccept, change or reassign each task before work starts.
- Stage 8
Each action, then the next review
Bunya preparesA checklist for each action, and the first annual review date.
Your team decidesAuthorise each action. The adviser confirms the review date.
Your tasks, owners and checklists are agreed in your Blueprint.
The client side
Your client sees where their plan is up to.
Where your firm uses the client portal, clients can read and sign documents, book time with their adviser and see what happens next.
Client portal · where includedWhy firms choose Bunya
Built to be checked. Built around your firm.
Bunya prepares the work. Nothing is used or sent until someone on your team checks it.
Client records, documents and approvals sit in your firm’s own tenancy.
Stages, roles and approval points are agreed in your Blueprint before anything is built.
Your Blueprint names what to keep, connect or retire. Nothing is assumed.
Regional Prosperity Financial Advice is connecting client information and advice workflows with Bunya. Read their story ↗
Questions