Individualised journeys, layered over systems you trust.
StreamlineID spans the full bond & wealth journey — identity, member and adviser portals, validated forms, straight-through processing and an agentic AI layer — writing cleanly into the systems of record you already run. On GeoLocked Australian AWS, aligned to APRA expectations.
This is the platform, simplified. Colours show who is responsible for each part — client, financial institution, StreamlineID, and the pink AI layer.
The stack is a lot to take in at once. We've broken it into four pages — one per layer, with the detail that matters to institutions when they're evaluating fit.
Every actor — investors, advisers, paraplanners, referral partners, dealer groups and your backoffice — authenticated once through SSO + MFA, then routed to native apps, member and adviser portals, and scoped access for AI agents and partners.
Open layerOnline validated forms, AI-assisted capture of paper, AML/CTF screening, workflow approvals and the operations dashboard — plus the member-facing services: document vault, calculators and real-time valuations.
Open layerStraight-through orchestration moves validated instructions through a shared bus and optional mapped data layer into your registry, CRM, comms and ECM — with room to add custom fields without a registry change project.
Open layerConfigurable AI agents, agent orchestration, agent memory and Document AI — an agentic layer woven across servicing, AML triage, adviser assist and customer comms, per journey.
Open layer
StreamlineID ✕