Case studies

We boast a range of client success stories from across our product and service offering. In this collection of case studies our clients attest to the quality of our software and the strength of our relationships.

Castle Trust - Taking back control

Castle Trust - Taking back control

Rufus SaaS helps Castle Trust implement in-house admin with improved efficiency of service for new and existing customers. Castle Trust is an investment provider and specialty lending firm established in 2012. As of 30 September 2017, Castle Trust’s retail bond business had grown to £602.4m investment value under management.

For the first four years, the administration of Castle Trust’s bond business was placed with a large outsourced transfer agency business. As the business grew, Castle Trust felt that the generic outsourced administration model sometimes meant that they were swept up in change programmes that weren’t directly relevant to its business. Additionally, the company had ambitious plans to grow business further which supported the business case to take back control and a decision was made to bring the process in-house.

Following a review of market options and a period of detailed due diligence, Castle Trust selected Bravura’s Rufus Software as a Service (SaaS) package solution as the foundation upon which to grow their business.

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Smith & Williamson - deliver a fully integrated in-house service

Smith & Williamson - deliver a fully integrated in-house service

Smith & Williamson Fund Administration Limited (Smith & Williamson) is an authorised fund manager for open ended investment companies (OEICs) and authorised unit trusts (AUTs). The firm administers 166 funds, valued at over £11.3bn FUM (as at March 2018).

As Smith & Williamson’s fund administration business grew, it was important that they had a modern and flexible system in place to ensure they continue to provide excellent service to clients and prospects. After a detailed review of the market, Smith & Williamson choose to implement Bravura’s Rufus ‘Software as a Service’ (SaaS) solution.

Rufus SaaS supports the global administration, servicing and distribution of investments in an ‘off-the-shelf’ funds administration package.

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SuperStream and beyond

SuperStream and beyond

VicSuper was looking for the best possible means to meet its SuperStream compliance obligations. Bravura Solutions’ Babel system stood out in the marketplace as a fully automated, secure and compliant messaging solution that would maximise the fund’s straight-through processing for SuperStream and beyond.

VicSuper was looking for the best possible means to meet its SuperStream compliance obligations. Bravura Solutions’ Babel system stood out in the marketplace as a fully automated, secure and compliant messaging solution that would maximise the fund’s straight-through processing for SuperStream and beyond.

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NZ Funds - Working Smarter with Garradin

NZ Funds - Working Smarter with Garradin

An existing Bravura Solutions’ client, NZ Funds, recently opted to upgrade its Garradin software to the latest release version 12.1 to optimise performance and meet the company’s growing business needs.

Founded in 1988, NZ Funds is a privately owned wealth management firm that specialises in providing integrated advice and portfolio management services for New Zealanders.

For many years, the company had employed an early version of Bravura Solutions’ Garradin software (version 7) as a key part of its system administration solution, underpinned by a Progress database.

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Equity Trustees

Equity Trustees

Equity Trustees recently partnered again with Bravura Solutions to further enhance its Garradin application in support of business acquisition, integration and growth.


Established in 1888 as an independent trustee and executor company, Equity Trustees has built a solid reputation as one of Australia’s most trusted and largest independent trustee companies.

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VicSuper Case Study

VicSuper Case Study

VicSuper recently teamed with Bravura Solutions to deliver its members and employers an Australian first – the benefits of next generation technology applied to global best-practice superannuation fund administration


As a profit-to-member superannuation fund, VicSuper prides itself on thinking a little differently to the rest of the pack. Driven by a genuine commitment to innovation and personalised digital service delivery, VicSuper comprehensively modernised its technology and systems for the benefit of its 240,000 members and 21,000 participating employers. A key ingredient of the fund’s success was its decision to partner with Bravura Solutions to achieve its digital evolution.

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LandG-Case-Study

LandG-Case-Study

Legal & General slashes instruction and transaction processing with Rufus

Bravura Solutions’ Rufus technology and its team’s ability to react quickly to client requirements, sees Legal & General achieve significant operational efficiencies.

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Partners Life case study

Partners Life case study

Growing an insurance business through smart technology

Partners Life, established in August 2010, is a modern, innovative New Zealand based Life Insurer that offers a full range of life risk products including term life, income protection, medical, disability, trauma cover and business risk protection. It formally entered the New Zealand life insurance market in February 2011.

Partners Life was also the first company to acquire and implement Bravura Solutions’ new wealth management software application, Sonata, for use as a web enabled and fully integrated life insurance administration solution.

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Australian Ethical Investment case study

Australian Ethical Investment case study

Implementing Bravura Solutions' Garradin

When Australian Ethical Investment, a leading fund manager specialising in ethical and sustainable investing, realised its investment management system no longer fulfilled its business requirements, it began investigating other technology solutions available on the market.

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 JP Morgan Asset Management

JP Morgan Asset Management

Consolidating onto Bravura Solutions' Transfer Agency solution

JPMorgan Asset Management (JPMAM) is one of the world's largest active fund managers and a well-known leader in cash, fixed income and equities, in multiple investment styles. As part of JPMorgan Chase, a global provider of financial and asset management services, JPMAM's experience spans more than 150 years, with clients in over 100 countries.

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Perpetual case study

Perpetual case study

Implementing Bravura Solutions’ consolidated SOA unit registry system

With a history dating back to the 1960’s, Perpetual Investments (Perpetual), one of Australia’s leading fund managers, manages over $35 billion in personal and corporate funds. Perpetual offers a broad range of products for personal investment,
superannuation and retirement planning, and is responsible for the savings of over 200,000 active investors.

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GESB

GESB

Implementing ePASS at GESB

GESB manages the largest superannuation fund based in Western Australia, administering superannuation on behalf of 25% of Western Australia’s workforce.

GESB is a member based organisation that manages the superannuation of current and former Western Australian Public Sector employees and their partners. GESB has over 280,000 members and a growing investment portfolio of over A$9.3 billion (as at November 2007).

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Scottish Friendly Assurance

Scottish Friendly Assurance

Implementing Bravura Solutions’ Talisman

Scottish Friendly Assurance Society Limited is one of the larger UK Friendly Societies and has a broad portfolio including insurance, pensions and investment products, offered and serviced both directly and through the IFA channel.

SFA is competing in the wider, over-subscribed insurance market where potential customers are selecting product providers on the basis of investment return and service quality. While the friendly society tax-free position provides a powerful marketing position, the SFA executive team has no desire to maintain status quo and looks for all opportunities to secure increasingly good returns for Scottish Friendly policyholders.

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