Bionic Advisor
Account Intelligence
Weekly snapshot
2026-04-15
AM
Portfolio·Ashworth Superannuation Fund

Ashworth Superannuation Fund

Ashworth Superannuation Fund Trustees
Segment Industry Super·Region Brisbane · QLD·Lead Marcus Kellner · 3.2y tenure·Team 5 advisors
AUM
A$ 12.1B
Fee revenue
A$ 28.5M
Push to Salesforce
Primary driver
Executive coverage slipping. Trustee board restructure has broken two of three exec sponsor links.
Weekly snapshot

Account intelligence scores

Snapshot 2026-04-15 · vs week prior

Fit
40.0
18.0
Capability ↔ Complexity
Confidence85%
Health
48.1
13.9
Executive summary
Confidence85%
Risk
59.0
11.0
Delivery / friction
Confidence85%
Expansion
51.2
Directional · advisory
Confidence85%
AUM growth probability (6M)
55%
Attrition risk
22%
Expansion readiness
Medium
Trajectory

8-week score movement

Weekly snapshots · Phase 3 operating rhythm
Explainability

Top drivers

Click any driver for the formula contribution
Supporting
Detracting
Structural alignment
Capability vs Complexity
Gap 11
Capability62
Complexity73
Trust57
Multithread52
Recommend

Recommended interventions

Toggle interventions to simulate how scores move. Built on the real Phase 3 scoring engine — not a static mock.

Weekly review
Confidence model

Data confidence

85%

Final Score = Raw × Confidence + Baseline × (1 − Confidence). Prevents overclaiming when data is sparse.

Data completeness88%
Signal freshness82%
Source reliability86%