A automation and integration for a investments and wealth business tackles one specific leak: advice documentation, review packs, client reports and onboarding forms are assembled by hand, pulling the same client figures out of one platform and re-keying them into a document or another system. It is slow, it ties up adviser and paraplanner time, and every re-key is a chance for an error that ends up in a client-facing document and gets discovered too late to fix cleanly. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Advice documentation, review packs, client reports and onboarding forms are assembled by hand, pulling the same client figures out of one platform and re-keying them into a document or another system. It is slow, it ties up adviser and paraplanner time, and every re-key is a chance for an error that ends up in a client-facing document and gets discovered too late to fix cleanly.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a investments and wealth business, and the system is built to close it. You can see the full picture of where a investments and wealth business leaks margin on the investments and wealth industry page.
The integrations and automations that assemble advice documentation and reporting for you. Client positions from platforms like HUB24, Netwealth or Praemium flow into your review packs, reports and draft documents without re-keying, data reconciles against the client record in Iress Xplan, and the handoffs that used to depend on someone remembering to update the other system just happen. Where a tool has no clean connector, we build the path that works, with error handling so nothing fails silently.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one, the manual assembly starts disappearing: client data flows into review packs and draft documents without a paraplanner re-typing it, freeing hours and removing a whole class of transcription errors from client-facing documents.
Month three. By month three the flow between your platforms and your documents runs itself, your advice data is cleaner because it is entered once, and your paraplanning team is doing advice work and exceptions rather than data entry.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built automation and integration for a investments and wealth business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.