Wealth and life administration systems

Technology is a key enabler for wealth management and life insurance businesses and, in addition to providing cost and labour efficiencies, employing state of the art systems allows organisations to increase the quality of their offering to clients.

In today’s economic environment the need to increase efficiency and drive down costs comes to the forefront, whilst maintaining and growing a client base becomes more important, yet more difficult than ever. Improved efficiency is crucial, and increased levels of automation, advanced Straight Through Processing capabilities and scalable, modular solutions are essential to achieve the cost savings and customer service levels necessary to maintain a competitive edge.

Our wealth management and life insurance administration systems deliver leading capability across a broad range of business lines and geographies. With a position at the technological forefront, our solutions benefit from rich functionality accumulated, developed and refined over 30 years.

Sonata

Sonata is a modern, web-enabled administration solution with deep functionality that draws on a long heritage of solution innovation. Sonata supports the administration of a broad range of business lines including wrap and platform, retail investments, retail and group super / pensions, and life insurance.

Sonata allows your business to focus on improving efficiency and growing the bottom line, all whilst providing excellent service to customers. Built from the ground up to help improve your organisation’s client engagement, Sonata’s rich functionality delivers a new benchmark in capability from product construction to operational management and technical integration. MORE

Garradin

Garradin is a comprehensive, multi-currency investment management and private wealth system, with integrated asset administration, registry and tax management functions. Garradin provides advanced investment management features, supporting a wide range of products including SMSFs and Small APRA Funds. MORE