Bravura Solutions
Bravura Solutions Limited is a prominent provider of enterprise software and software-as-a-service (SaaS) solutions tailored for the wealth management, life insurance, and funds administration sectors. Operating primarily in Australia, New Zealand, the United Kingdom, and internationally, the company is structured into two main segments: Wealth Management and Funds Administration. Bravura's offerings include Sonata, a comprehensive wealth management administration system, and various digital solutions such as SonataWeb and Sonata Digital, which enhance customer engagement. Additionally, the company provides the Rufus suite, which encompasses funds administration and messaging services designed to streamline operations for transfer agents and intermediaries. Bravura's platforms support a wide array of investment vehicles, ensuring compliance and efficient management. The company also delivers professional services, including consulting, data migration, and software development. With a strong presence bolstered by over 1,000 employees across multiple regions, Bravura Solutions manages assets exceeding A$2.3 trillion, demonstrating its significant impact on the financial services landscape.
Delta Financial Systems
Acquisition in 2020
Delta Financial Systems is a UK-based software company specializing in technology solutions for complex pensions administration. The company develops software systems that address the diverse needs of businesses in the pension sector. Its offerings include process alignment, target operating model consulting, and personal pension schemes, as well as modules for investment platforms and data integration services. By providing these tools, Delta Financial Systems aims to enhance scalability, reliability, and security for its clients in managing pensions effectively.
FinoComp
Acquisition in 2019
FinoComp is a software development company focused on providing solutions for the wealth management sector. It specializes in creating software for data analytics, client reporting, performance reporting, and regulatory compliance tailored to the UK market. The company develops microservices that include tools for regulatory compliance, intermediary functions, and back-office operations. By addressing complex regulatory, propositional, and operational challenges, FinoComp helps wealth management firms adapt to changes and enhance client outcomes.
Midwinter Financial Services
Acquisition in 2019
Midwinter Financial Services is a financial advice technology company that specializes in developing innovative software solutions for the financial services and superannuation industries. The company provides a range of services designed to support super funds, advisory practices, and licensee markets. These services include financial planning, financial advice, customer relationship management, paraplanning, and data research solutions. Through its focus on technology, Midwinter aims to enhance the efficiency and effectiveness of financial advising, enabling clients to better meet their financial goals.
Mutual Fund Technologies
Acquisition in 2010
Mutual Fund Technologies, established in 1999, specializes in software, managed services, and consulting for the mutual fund industry. The company offers its Global Fund Administration System (GFAS), which serves as a transfer agency software solution, providing essential record-keeping and transfer agency functionalities. This platform manages over 1.25 million account fund holdings across more than 5,000 funds, catering to a diverse range of institutional clients globally. Mutual Fund Technologies operates in various jurisdictions, including the UK, Channel Islands, Ireland, Luxembourg, Germany, and Bermuda, facilitating efficient mutual fund administration for its clients.
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