A dedicated direct to consumer (D2C) and distributor digital web solution
Bravura Solutions Pty Limited (Bravura), a trusted supplier of wealth management, life insurance and transfer agency software applications today announced the general launch of its taWeb front-end solution. Bravura’s dedicated D2C and distributor front-end proposition for transfer agents and fund managers provides an improved online service offering for building stronger relationships with fund promoter clients and their distributor communities.
The solution comprises two distinct portals, Retail & Distributor, each offering a user experience tailored specifically for the intended target audience. The retail portal is intuitive to use and delivers convenient, time-saving access to account data, fund trading and key investor documents. The distributor portal delivers the same functionality but with a significantly more powerful, task and MI orientated interface for adviser clients.
Andy Chesterton, Chief Operating Officer, Global Transfer Agency at Bravura said, “The pressure is on to retain and boost assets under management. As such, web-delivered services – which meet client demand for convenient, time-saving access to investor account data – are increasingly important. Whether a retail investor or distributor, taWeb provides the exact data they need whenever they need it, whilst also offering fund managers the ability to better track investor and distributor activity and deliver targeted product messages”. He added “We are seeing a new wave of digitalisation within the financial services market and with taWeb we are enabling transfer agents, asset managers and their distributors to really get ahead of the competition”.
Either hosted by Bravura or at the client’s site, the portals are delivered and deployed as a single application package and introduce significant STP efficiency savings from close integration with back-office administration systems. They offer a real-time, web and mobile delivered access to key functionality, with simple deployment and light implementation effort. Support for multiple client brands enables different, bespoke customer propositions to be developed for third party administrators.
The taWeb solution is data agnostic, using its service orientated architecture to consolidate and present information from multiple systems. Core capabilities include single sign-on, 24x7 availability and reactive design techniques. The solution is backed by a comprehensive and proven service proposition, covering support and maintenance, as well as consulting and development services.