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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Embrace the future of wealth administration with Sonata Bravura, a top-tier wealth management solution that integrates cutting-edge technology and a track record of global achievements to elevate your financial management capabilities. Sonata serves as a premier wealth management platform, offering a streamlined approach for managing an extensive array of wealth management products all in one place. Its highly adaptable and scalable design ensures that Sonata caters to both the current and evolving demands of your business, delivering a unified, client-focused solution that facilitates seamless product administration, fosters innovation and compliance, and enhances the overall customer experience. By transitioning to a singular system, your organization can establish a forward-looking platform dedicated to enhancing customer satisfaction and driving business expansion. With a rich legacy of over three decades, Bravura’s Sonata platform stands out as the most comprehensive and feature-rich wealth management software solution available, equipping you with the tools necessary to thrive in an ever-changing market landscape. This powerful solution not only simplifies wealth management but also positions your business to seize new opportunities and achieve long-term success.

Description

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bravura Solutions

Country

Australia

Website

www.bravurasolutions.com/service/sonata/

Vendor Details

Company Name

Fi-Tek

Founded

1999

Country

United States

Website

www.fi-tek.com/globalwealthes

Product Features

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

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