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.
Product analysis by function
Pension Administration Systems for Member Administration
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Member Data Management
(0 Yes /0 Known /12 Possible features)
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
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Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
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Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
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Dependent Tracking Ability to record and track member dependents and their eligibility status |
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Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
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Address History Maintains historical addresses and contact information with effective dates |
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Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
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Duplicate Member Detection Automated detection of potential duplicate member records |
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Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
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Bulk Data Update Capability Ability to update multiple member records simultaneously |
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Data Import/Export Tools for importing and exporting member data in various formats |
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Member Record Capacity Maximum number of member records the system can efficiently handle |
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Contribution Processing
(0 Yes /0 Known /12 Possible features)
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Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
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Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
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Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
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Arrears Management Tracking and management of missed contributions with interest calculations |
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Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
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Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
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Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
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Contribution Processing Speed The volume of contribution transactions the system can process per hour |
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Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
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Contribution History Maintains detailed history of all contribution transactions with audit trail |
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Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
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Employer Matching Rules Configurable rules for employer matching contributions |
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Benefit Calculations
(0 Yes /0 Known /13 Possible features)
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Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
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Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
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Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
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Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
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Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
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Benefit Projections Tools for projecting future benefits based on various assumptions |
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Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
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Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
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Disability Benefit Calculations Specialized calculations for disability retirement benefits |
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Death Benefit Calculations Calculation of survivor benefits according to plan rules |
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Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
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Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
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Benefit Calculation Speed Time taken to process complex benefit calculations |
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Benefit Payments
(0 Yes /0 Known /12 Possible features)
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Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
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Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
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Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
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Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
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Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
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Bank Reconciliation Tools for reconciling payment records with bank transactions |
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Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
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Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
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Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
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Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
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Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
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Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
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Self-Service Portal
(0 Yes /0 Known /13 Possible features)
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Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
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Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
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Document Upload/Download Capability for members to securely upload and download documents |
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Statement Access Access to current and historical benefit statements online |
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Contribution History View Self-service access to view contribution history and details |
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Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
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Secure Messaging Secure communication channel between members and pension administrators |
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Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
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Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
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Retirement Application Processing Online tools for members to apply for retirement benefits |
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Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
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Multi-Language Support Available languages in the self-service portal |
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Portal Uptime Percentage of time the portal is available and functioning correctly |
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Regulatory Compliance
(0 Yes /0 Known /12 Possible features)
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Regulatory Reporting Tools Built-in support for generating required regulatory reports |
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Legislative Updates Regular system updates to reflect changes in pension legislation |
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Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
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Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
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Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
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Audit Trails Comprehensive audit trails for all system activities and changes |
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Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
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Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
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Compliance Alert System Automated alerts for potential compliance issues or required actions |
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GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
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Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
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Compliance Documentation Comprehensive documentation of system compliance features and controls |
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Workflow and Process Management
(0 Yes /0 Known /12 Possible features)
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Configurable Workflows Ability to configure automated workflows for common pension administration processes |
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Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
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Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
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SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
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Process Automation Automation of routine processes to reduce manual intervention |
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Exception Handling Structured processes for managing exceptions and special cases |
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Parallel Processing Support for concurrent processing of workflow steps where appropriate |
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Workload Balancing Tools for distributing work evenly among staff members |
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Process Analytics Metrics and analytics on process efficiency and bottlenecks |
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Process Template Library Pre-built templates for common pension administration processes |
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Process Customization Depth Degree to which standard processes can be customized without programming |
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Workflow Visualization Graphical tools for designing and viewing process workflows |
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Reporting and Analytics
(0 Yes /0 Known /13 Possible features)
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Standard Report Library Pre-built reports covering common pension administration reporting needs |
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Custom Report Builder Tools allowing non-technical users to create custom reports |
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Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
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Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
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Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
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Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
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Historical Trend Analysis Features for analyzing data trends over time |
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Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
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Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
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Member Population Analytics Demographic analysis of the member population |
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Report Processing Speed Time taken to generate complex reports with large data sets |
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Drill-Down Capabilities Ability to navigate from summary data to supporting details |
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Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
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System Integration
(0 Yes /0 Known /12 Possible features)
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API Availability Comprehensive APIs for integration with external systems |
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Payroll System Integration Built-in connectors for common payroll systems |
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General Ledger Integration Automated integration with accounting systems |
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Banking System Integration Direct integration with banking systems for payments and reconciliation |
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Document Management Integration Integration with document management systems |
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Identity Management Integration Support for enterprise single sign-on and identity management systems |
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Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
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ETL Tools Built-in tools for data extraction, transformation, and loading |
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Real-time Integration Capability Support for real-time data exchange with external systems |
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Integration Monitoring Tools for monitoring the health and performance of system integrations |
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Third-party Integration Partners Number of pre-built integrations with third-party systems |
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Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
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Security and Data Protection
(0 Yes /0 Known /13 Possible features)
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Role-based Access Control Granular permission settings based on user roles |
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
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Data Encryption Encryption of sensitive data both in transit and at rest |
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Security Audit Logging Comprehensive logging of all security-related events |
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Intrusion Detection Systems to detect and alert on potential security breaches |
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Data Masking Ability to mask sensitive data for non-production environments |
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Password Policy Enforcement Configurable password complexity and rotation requirements |
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Session Management Controls for session timeouts and concurrent logins |
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Security Certification Formal security certifications such as ISO 27001, SOC 2 |
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Vulnerability Assessment Regular security testing and vulnerability assessments |
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Data Backup Frequency Frequency of system data backups |
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Recovery Time Objective Target time for system recovery after a disruption |
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Security Update Frequency Frequency of security patches and updates |
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Fiduciary Management Systems for Compliance and Governance
Platforms that help pension fund trustees and fiduciaries track and fulfill their legal obligations, document prudent processes, and manage conflicts of interest in accordance with fiduciary standards.
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Regulatory Compliance Tracking
(0 Yes /0 Known /14 Possible features)
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Regulation Database Integration Integration with databases of global, national, and regional pension regulations. |
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Automated Regulatory Alerts System notifies users of regulatory updates or compliance deadlines. |
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Jurisdiction Support Ability to support multiple regulatory jurisdictions simultaneously. |
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Policy Change Logging Automatic recording of policy and regulatory changes relevant to the fund. |
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Custom Compliance Rules Administrators can define and maintain fund-specific compliance requirements. |
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Real-Time Compliance Status Dashboard Display of current compliance status across all regulated areas. |
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Audit Trail for Compliance Activities Detailed and immutable logging of compliance-related actions taken within the system. |
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Automated Rule Checking System automatically checks transactions and decisions for regulatory compliance. |
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Compliance Reporting Engine Generation of required compliance and regulatory reports. |
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Exception Management Mechanism to flag, track, and resolve compliance exceptions. |
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Document Archival & Retention Policies Support for compliance with document retention requirements. |
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Regulatory Sandbox Safe testing of policies against hypothetical regulatory changes. |
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Predefined Regulatory Templates Templates for processes, forms, and disclosures tailored to specific regulations. |
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Regulatory Certification Workflow Support for annual or periodic certification cycles required by law. |
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Governance Process Management
(0 Yes /0 Known /14 Possible features)
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Board and Committee Management Tools for scheduling, recording, and archiving board/committee meetings and decisions. |
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Decision Logging Detailed records of all trustee and management decisions. |
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Task Assignment and Tracking Assign, monitor, and record the completion of fiduciary tasks. |
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Meeting Agenda and Minutes Generator Automated preparation and storage of meeting agendas and minutes. |
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Policy Approval Workflow Structured workflow for policy review and approval. |
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Voting Mechanisms Secure tools for recording votes and resolutions. |
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Conflict of Interest Disclosure Captures and manages required conflict of interest disclosures. |
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Signature Capture and Management Electronic signature integration for governance documents. |
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Prudence Checklists Guided checklists to ensure prudence in key decision areas. |
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Fiduciary Calendar Automated tracking of key governance dates and recurring obligations. |
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Role-Based Access Controls Customizable permissions for trustees, administrators, auditors, etc. |
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Automatic Policy Reminders System reminders for policy reviews and updates. |
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Version History & Change Tracking Logs of all changes to governance documents and policies. |
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Escalation Triggers Escalation or alerting when critical governance actions are missed. |
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Risk and Conflict of Interest Management
(0 Yes /0 Known /14 Possible features)
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Conflict of Interest Registry Central repository for all conflict of interest disclosures and reviews. |
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Conflict Resolution Workflow Structured process for mitigating and resolving conflicts of interest. |
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Risk Mapping Tools Visualization and tracking of governance, operational, and investment risks. |
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Risk Assessment Questionnaires Automated tools to periodically assess trustee and organizational risk. |
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Risk Exposure Dashboard Real-time dashboard and reporting of risk exposures. |
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Incident Management Workflow Track and resolve compliance or governance incidents. |
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Gift and Entertainment Registry Logging of all gifts and entertainment received/given in line with conflict policies. |
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Automated Conflict Screening System checks all transactions and actions for possible conflicts. |
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Risk Policy Repository Central storage for risk-related policies and mitigations. |
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Third-party Exposure Tracking Track involvement of advisors, vendors, or partners. |
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Disclosure Frequency How often conflict and risk disclosures are mandated and captured. |
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Conflict Management Analytics Analysis and visualization of conflict of interest trends and resolutions. |
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Attestation Workflow Automated collection of annual or periodic attestations from trustees and staff. |
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Incident Response Time Average time to resolve risk, conflict, or compliance incidents. |
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Audit Support and Documentation
(0 Yes /0 Known /14 Possible features)
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Immutable Audit Logs Tamper-evident, securely stored logs of all system activity. |
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Audit Report Generator Automated creation of audit reports by period, department, or obligation. |
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Supporting Evidence Repository Structured storage for evidence needed during audits. |
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Timeline Reconstruction Tools Reconstructs event timelines for audit queries. |
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Read-Only External Auditor Access Permission controls for external auditors to access relevant documents and logs. |
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Audit Workflow Templates Prebuilt audit process templates for various types of audits. |
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Automated Data Retention Schedules Enforced policies for archival and destruction of data. |
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Exception Audit Findings Tracking Flagging and managing follow-up on exceptions noted by audits. |
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Audit Frequency Tracker Management of audit cycles and recurring requirements. |
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Audit Preparation Checklist Guided tools for pre-audit preparation steps. |
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Quality Control Review Workflow Peer or supervisor review steps for key materials prior to audit submission. |
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Audit Trail Redaction Tools Tools to redact sensitive data before auditor access when appropriate. |
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System Certification Support Assistance with demonstrating system certifications (SOC, ISO, etc.). |
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Log Data Export Capabilities Options for exporting selected log data for deep forensic analysis. |
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Prudent Process Documentation
(0 Yes /0 Known /14 Possible features)
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Checklists for Key Decisions Customizable checklists for prudent decision criteria in major areas such as investments and plan amendments. |
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Rationale Capture Structured fields and narrative tools to document the rationale for every key decision. |
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Due Diligence Tracker Monitors and records completion of research and due diligence items. |
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Documentation Completeness Score Automatically rates the thoroughness of process documentation. |
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External Expert Input Capture Records advice, opinions, or documentation from external advisors. |
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Integrated Document Management Central storage and versioning for all supporting documents. |
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Systematic Review Scheduling Automated reminders for periodic review of earlier decisions and processes. |
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Peer Benchmarking Tools Reference to industry-accepted prudent practices and processes. |
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Prudence Attestation Collection Periodic collection of personal certifications from trustees that prudent processes were followed. |
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Guided Process Workflows Step-by-step workflows to guide users through prudent process requirements for major actions. |
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Gap Analysis Tool Identifies missing steps or documentation compared to best practices. |
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Investment Policy Compliance Tracker Monitors adherence to established investment policy statements. |
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Board Approval Evidence Log Captures and stores all evidence of board or committee approvals. |
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Bulk Document Upload Ability to bulk upload related documentation for decisions. |
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Secure Document Management
(0 Yes /0 Known /14 Possible features)
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Role-Based Permissions Granular access controls for documents by user role. |
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Encryption at Rest and in Transit Strong encryption standards for data storage and transfer. |
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Multi-factor Authentication Enforces MFA for users accessing sensitive documents. |
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Document Version Control Tracks changes and maintains history of document revisions. |
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Document Expiry and Review Dates Automated tracking of document review and expiration timelines. |
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Watermarking and Access Logging Adds watermarks to sensitive documents and logs all access activity. |
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Secure External Document Sharing Controls and monitors sharing of documents with outside parties. |
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Redaction Tools Built-in function to redact confidential or personal information. |
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Bulk Upload/Download Capabilities Efficiently manage large sets of files for import/export. |
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Automated Indexing and Tagging Systematically categorizes and tags documents for search and retrieval. |
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Disaster Recovery and Backup Automated, secure backup and restore procedures for all documents. |
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Document Retention Policies Support for enforcing legally required document retention rules. |
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Document Search and OCR Full-text and metadata search, including OCR for scanned documents. |
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Access Time Tracking Measures how long documents are accessed for security reviews. |
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User Experience and Accessibility
(0 Yes /0 Known /14 Possible features)
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Intuitive User Interface Modern, user-friendly design for easy navigation. |
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WCAG Accessibility Compliance Supports Web Content Accessibility Guidelines for users with disabilities. |
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Multi-language Support Platform available in multiple languages. |
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Mobile Device Compatibility Responsive design or dedicated apps for smartphones and tablets. |
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Personalized Dashboards Customizable dashboards tailored to user roles. |
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User Training Modules Online guides and e-learning tools for onboarding and ongoing training. |
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Self-Service Help Center Extensive FAQ and ticketing for user support. |
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Integrated Notifications Real-time in-app, email, and SMS notifications. |
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Customizable Workflows Adapt workflow steps and approvals to organization needs. |
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Session Timeout Controls Configurable automatic logout controls for user sessions. |
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Service Uptime Percentage Average monthly or yearly platform uptime. |
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Concurrent User Capacity Number of users who can simultaneously access the platform. |
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Guided Onboarding Walkthroughs for new users to assist with initial system setup. |
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Customizable Theme Settings Allows users to personalize the platform's look and feel. |
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Integration and Interoperability
(0 Yes /0 Known /14 Possible features)
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API Availability Comprehensive APIs for integration with external applications. |
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Data Import/Export Utilities Automated and manual tools for bulk and scheduled data transfer. |
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Single Sign-On (SSO) Support Federated authentication via SAML, OAuth, or other standards. |
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Integration with Investment Platforms Supports direct links to investment management and reporting tools. |
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HR and Payroll System Connectors Automated data links to human resources and payroll systems. |
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Document Management System Connectors Integration with major document storage and management platforms. |
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Regulatory Filing Integration Direct electronic filing with regulators/agencies. |
. | No information available |
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Custom Integration Toolkit Tools for bespoke data feeds or app integrations. |
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Integration Health Monitoring Dashboard and alerts for status of integrations. |
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Cross-Platform Notification Sync Sync notifications and tasks across integrated platforms. |
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Integration Onboarding Time Average time to deploy a new integration. |
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Vendor Marketplace Catalog of pre-integrated third-party apps. |
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Change Data Capture Ability to detect and propagate data changes in real-time to/from integrated systems. |
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Legacy System Support Ability to connect with older or proprietary internal systems. |
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Security and Privacy Management
(0 Yes /0 Known /14 Possible features)
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Data Encryption End-to-end encryption for data at rest and in transit. |
. | No information available |
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Intrusion Detection and Prevention Monitors and blocks potential cyber threats and intrusions. |
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Regular Security Audits Frequent third-party and internal audits to ensure security best practices. |
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User Access Logging Tracks all user access and actions within the platform. |
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Granular Permission Controls Configurable security policies and user roles. |
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Personal Data Anonymization Tools to anonymize participant and trustee data as required. |
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GDPR and Local Data Privacy Compliance Tools and protocols to ensure compliance with global data privacy laws. |
. | No information available |
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Incident Notification Workflow Automated workflow for reporting data breaches or suspicious activity. |
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Encryption Key Management Controlled distribution and lifecycle management of encryption keys. |
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IP Whitelisting/Blacklisting Limiting platform access by IP address. |
. | No information available |
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DDoS Protection Defense against distributed denial-of-service attacks. |
. | No information available |
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Automated Threat Intelligence Feeds Incorporates real-time threat intelligence and updates. |
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Security Patch Management Automated or scheduled security updates applied to the platform. |
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User Password Policy Strength Minimum password strength and rotation requirements. |
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Reporting and Analytics
(0 Yes /0 Known /14 Possible features)
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Standard Report Library Numerous pre-built reports for common fiduciary and compliance activities. |
. | No information available |
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Ad-Hoc Report Builder Flexible tools to create customized reports. |
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KPI Dashboard Dashboard of key performance and risk indicators. |
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Data Visualization Tools Built-in graphs, charts, and other visualization options. |
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Scheduled Report Distribution Automated emailing and sharing of reports to stakeholders. |
. | No information available |
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Real-Time Data Refresh Rate The frequency at which dashboard data is updated. |
. | No information available |
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Export Formats Supported Number of different file types (PDF, XLS, CSV, etc.) for exports. |
. | No information available |
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Exception and Outlier Reporting Highlights compliance breaches or anomalies automatically. |
. | No information available |
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Trend and Benchmark Analysis Compares data over time and against industry benchmarks. |
. | No information available |
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Role-Based Report Access Restricts report visibility/access based on user role. |
. | No information available |
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Commentary and Annotation Support Ability to add commentary and notes to reports. |
. | No information available |
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Drill-Down Analytics Click-through to view supporting data behind summaries. |
. | No information available |
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Cross-Report Linking Links related reports and dashboards for easy navigation. |
. | No information available |
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Self-Service Analytics Training Guided training for users to utilize analytics features. |
. | No information available |
Support and Service
(0 Yes /0 Known /14 Possible features)
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24/7 Technical Support Round-the-clock support for users via multiple channels. |
. | No information available |
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Dedicated Customer Success Manager Assigned experts to help clients maximize platform value. |
. | No information available |
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Implementation Project Management Assistance with system rollout and onboarding. |
. | No information available |
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Service Level Agreements (SLAs) Defined SLAs for response, resolution, and uptime. |
. | No information available |
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User Community and Forums Peer-to-peer support and knowledge sharing. |
. | No information available |
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Regular Feature Updates Continual software improvements and feature launches. |
. | No information available |
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Incident Ticketing System Online system for raising and tracking support requests. |
. | No information available |
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Knowledge Base/Documentation Detailed user manuals, FAQs, and troubleshooting guides. |
. | No information available |
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Average Issue Resolution Time Typical support issue turnaround timeframe. |
. | No information available |
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Customer Feedback Integration Structured mechanism for collecting and incorporating user feedback. |
. | No information available |
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Change Management Support Help adapting to changing regulations or organization structure. |
. | No information available |
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Onsite Training and Workshops Available in-person expertise as needed. |
. | No information available |
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Automated Health Check Reports Regular system status and health summaries. |
. | No information available |
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Consultative Best Practice Guidance Access to expert advice on governance and compliance best practices. |
. | No information available |
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