Advice and wealth firms leak capacity in predictable places: Statements of Advice and records of advice that take hours of adviser and paraplanner time per client, annual reviews assembled by hand from several platforms, client reporting that scales badly as the book grows, fee-disclosure and best-interests obligations tracked manually with real breach risk, and firm methodology locked in senior heads. Bamco builds the AI systems that plug those leaks, compliance monitoring, knowledge bases, dashboards and integrations, around the tools you already run like Iress Xplan, HUB24, Netwealth and Xero.
Information current as at 4 July 2026
Wealth is a capacity business where growth is capped less by demand and more by how many clients each adviser can properly serve. Most of that capacity does not go to advice; it goes to documentation, preparation and compliance that sit between the adviser and the client. Firms here rarely have a technology problem in the abstract. They have specific, nameable leaks, and every one of them is a system waiting to be built. Here is where an advice business bleeds capacity, and what plugs each leak.
Advice documentation that takes hours per client, review-meeting prep done by hand, and reporting that scales badly with headcount.
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.
Every leak above has a system that plugs it, built for investments and wealth specifically, not a generic template. Follow any one to see exactly what we build.
Bamco builds around and into the stack you already run. We do not ask you to rip out Xplan or move platforms; we build the systems that make Xplan, HUB24, Netwealth and your accounting tools talk to each other and stop the manual work between them.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.