When Australian Ethical Investment, a leading fund manager specialising in ethical and sustainable investing, realised its investment management system no longer fulfilled its business requirements, it began investigating other technology solutions available on the market.

GESB manages the largest superannuation fund based in Western Australia, administering superannuation on behalf of 25% of Western Australia’s workforce. 

GESB is a member based organisation that manages the superannuation of current and former Western Australian Public Sector employees and their partners. GESB has over 280,000 members and a growing

JPMorgan Asset Management (JPMAM) is one of the world's largest active fund managers and a well-known leader in cash, fixed income and equities, in multiple investment styles. As part of JPMorgan Chase, a global provider of financial and asset management services, JPMAM's experience spans more than 150 years, with clients in over 100 countries

When KEYINVEST, a South Australian Friendly Society realised that its existing platform would not adequately meet future requirements, it turned proactively to finding an alternative solution.

Nucleus Financial Group (Nucleus) is an end-to-end business platform that was established in 2006 to help private investors manage their wealth and long-term financial plans. It is the only platform owned by independent financial advisers (IFAs) in the UK.

Designed and supported by seven UK-wide IFA firms and South African insurer Sanlam, Nucleus offers a range of wrap services to financial advisers that assist them in providing improved services for their clients. Administrative efficiency, simplification, transparency of revenue, online access to research and reports and a flexible fee structure create a greater alignment between the interests of advisers and their clients.

Partners Life, established in August 2010, is a modern, innovative New Zealand based Life Insurer that offers a full range of life risk products including term life, income protection, medical, disability, trauma cover and business risk protection. It formally entered the New Zealand life insurance market in February 2011.

Partners Life was also the first company to acquire and implement Bravura Solutions’ new wealth management software application, Sonata, for use as a web enabled and fully integrated life insurance administration solution.

With a history dating back to the 1960’s, Perpetual Investments (Perpetual), one of Australia’s leading fund managers, manages over $35 billion in personal and corporate funds. Perpetual offers a broad range of products for personal investment, superannuation and retirement planning, and is responsible for the savings of over 200,000 active investors.

Plum Financial Services Limited (Plum) was established in 1998 to provide integrated superannuation solutions for medium to large Australian corporations. Plum is a wholly owned subsidiary of MLC Limited, which is part of the National Australia Group of companies. 

Plum’s philosophy is to provide members with an understanding of superannuation; empowering them to manage their financial future. Plum’s goal is to help all members work towards achieving a financially secure retirement.

Scottish Friendly Assurance Society Limited is one of the larger UK Friendly Societies and has a broad portfolio including insurance, pensions and investment products, offered and serviced both directly and through the IFA channel. 

SFA is competing in the wider, over-subscribed insurance market where potential customers are selecting product providers on the basis of investment return and service quality. While the friendly society tax-free position provides a powerful marketing position, the SFA executive team has no desire to maintain status quo and looks for all opportunities to secure increasingly good returns for Scottish Friendly policyholders.

Financial services company Perpetual, one of Australia’s leading fund managers, consolidated its wealth management applications and legacy data management systems in a single platform. Seeking faster access to critical data, Perpetual turned to Sybase Adaptive Server Enterprise together with Bravura Solutions’ TalisTrust and TalisPension solutions.

ASE, Sybase’s data management system, has long been noted for its reliability, low total cost of ownership and superior performance.