Clear the prework. Keep the judgement.
Statement of Advice (SoA) preparation in Bunya Command Centre gathers the fact find, documents, strategy notes and modelling into one request pack. The adviser checks it before anything goes to paraplanning.
Bunya does not write your advice. Advisers keep the strategy and product judgement.
Book a demo- Fact-find inputsConfirmed with the client at discoveryConfirmed
- Supporting documents · 4 of 4Super, insurance and tax documentsFiled to the client
- Strategy discussion summaryDrafted from the recorded meetingPrepared by Bunya
- Modelling notesCurrent and proposed positionFrom the adviser
- Adviser checkBefore it goes to paraplanningReady for your check
What changes
The same five jobs. A different starting point.
The time between the strategy meeting and the SoA goes on assembly. Command Centre does the assembly, so your team spends its time on the advice.
| The work | Today | With Command Centre |
|---|---|---|
| Documents | Emails and calls to the accountant, banker and solicitor. | Requests drafted for your team to send, documents filed as they arrive. |
| Fact find | Retyped from notes, emails and old forms. | Inputs drafted from what the client has already told you. |
| Strategy notes | Written from memory after the meeting. | A summary drafted from the recorded discussion, ready to check. |
| The request | Copied together from four or five places. | One pack, with its sources linked. |
| The final check | Gaps found by the paraplanner, then chased. | The adviser approves the complete pack, or sends it back. |
How it works
From meeting notes to a verified request.
- 01
Gather
Bunya preparesDocument requests drafted, and documents filed to the client record.
Your team decidesSends the requests and validates what comes back.
- 02
Fact-find inputs
Bunya preparesInputs drafted from what the client has already said.
Your team decidesThe adviser confirms them with the client.
- 03
Request pack
Bunya preparesStrategy summary and modelling notes in one place, sources linked.
Your team decidesThe adviser approves it, edits it or sends it back.
- 04
Lodge
Bunya preparesThe verified request handed to paraplanning, complete.
Your team decidesThe paraplanner prepares the SoA for adviser review.
Supported sources, AI steps and handovers are agreed for each firm in its Blueprint.
For your paraplanners
A request that arrives complete.
Fact-find inputs, documents, the strategy summary and modelling notes, linked to the client record.
Client record · fact findWhy 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