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Success Stories.

Outcomes our clients can point to.

What we build
Case study · Perpetual Investments

Digital onboarding, layered over the core.

The client

“StreamlineID understood our environment from day one. They delivered something the business could actually use — without disrupting the systems we depend on.”

Jo Corbett
Senior Manager Operations, Perpetual Investments

The challenge

Perpetual’s onboarding forms were functional but dated — manual, paper-heavy processes that slowed completion and created friction at the point of sale, with any fix needing to work around existing registry infrastructure rather than replace it.

What we built

A modern digital forms experience layered directly over Perpetual’s existing systems — no rip-and-replace, no migration risk — alongside workflow management giving full visibility over applications in flight, from client submission through to back-office processing.

The result

Planners spend less time on paperwork and more with clients. Operations has a single view of every application from lodgement to completion, scaling with inflows without adding headcount or touching the core.

Start here

See your core, individualised.

Book a discovery call and we’ll map one individualised journey onto your existing systems, with a business case attached.