at Financial Technnology Year
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Sonata
from Bravura Solutions
Comprehensive wealth management and fund administration platform with distribution management capabilities. Includes investor servicing, intermediary management, commission calculation, and regulatory reporting.
Category:
Client Onboarding Systems
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
Sonata
Category:
Cash Management Systems
in:
Fund Operations
Software for monitoring, forecasting, and optimizing cash positions across accounts and currencies to support investment activities, fund redemptions, and operational needs.
Sonata
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
Sonata
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