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About InvestStream
InvestStream provides AI-enhanced systems designed to streamline operations, scale performance, and grow client wealth for financial institutions such as superfunds, asset managers, and broker-dealers. The platform offers modular solutions covering various aspects of financial management, from client engagement and portfolio management to market data and risk compliance. Its flagship product, SuperAnne™, acts as a conversational AI financial coach, empowering superannuation members with personalized insights, micro-education, and simplified retirement planning. InvestStream also offers comprehensive client onboarding and engagement tools that accelerate client setup with configurable workflows, integrated compliance checks, and white-label solutions, ensuring a frictionless and personalized experience. The platform aims to simplify complexity, speed up execution, and enable smarter decisions for financial innovators.
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