Reviews that start on time. Consent that’s tracked, not remembered.
Client reviews in Bunya Command Centre start from each client’s real dates, with what has changed since last year prepared before the meeting. For each ongoing fee arrangement, the renewal and the client’s consent sit with the review they belong to.
Bunya keeps the reminders and the evidence. Your firm remains responsible for its obligations.
Book a demo- Example FamilyReview in 6 weeks · meeting bookedWhat’s changed: ready
- Sample HouseholdReview in 9 weeks · cycle startedInvitation drafted
- Morgan ExampleReviewed in AugustConsent recorded
- Taylor ExampleReviewed last monthFollow up fee consent
What changes
Hundreds of reviews a year. Each one started from memory.
Reviews start late when someone has to notice they are due. Command Centre starts each cycle from the client’s dates and keeps consent with it.
| The work | Today | With Command Centre |
|---|---|---|
| Starting a review | When someone notices it is due. | From the client’s real dates. |
| Preparation | Dug out of last year’s emails and files. | A what’s-changed summary, ready to check. |
| Fee consent | Tracked in a separate spreadsheet. | Kept with the review it belongs to. |
| Busy months | Discovered when they arrive. | Seen ahead, by adviser and month. |
How it works
From the first reminder to consent on the record.
- Day −60
Invite and book
Bunya preparesThe booking invitation, drafted for your team.
Your team decidesApproves it before it goes to the client.
- Day −14
Prepare
Bunya preparesA what’s-changed summary and a preparation pack.
Your team decidesThe adviser reviews it and adds anything missing.
- Day 0
Review meeting
Bunya preparesA draft file note from the meeting.
Your team decidesThe adviser checks it before it is saved.
- Day +7
Follow up and consent
Bunya preparesThe follow-up and the consent request, drafted.
Your team decidesThe adviser approves both. Consent is recorded when signed.
Example cadence. When a cycle starts, and every step in it, is set for your firm in its Blueprint.
On the client record
The next review, where everyone can see it.
The review date and service level sit on the client’s account, with every meeting, call and document since the last one.
Client account · next reviewWhy 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