Sonata | Wealth Management Software

OVERVIEW

A next generation wealth management administration system, Sonata recognises that strong customer relationships underpin long-term, sustainable business success. The application enables you to connect and engage with your clients anytime, anywhere, using their choice of device – desktop / laptop, tablet or smartphone.

DESCRIPTION

A unified wealth management solution with deep functionality, Sonata draws on a long heritage of innovation to cover multiple business lines:

  • Pensions and retirement savings
  • Life insurance
  • Investment, wrap and platform

SonataWeb is a personalised, user-friendly front end portal, suitable for use across each of Sonata’s business lines. Seamlessly integrated into the core platform, SonataWeb supports real-time, straight through processing. With SonataWeb, client engagement and self-service become a reality for your business.

Sonata can be installed on-site or supported as a fully hosted solution. Our managed application service provides the option to outsourcing the operations and maintenance of Sonata to Bravura Solutions. Managed application services enable you to maximise the efficiency of your IT investment and focus your resources on the core strengths of your business.

 

                     

Website

https://bravurasolutions.com

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