Private Wealth and Portfolio Administration

Our private wealth and portfolio administration solution, Garradin, is a comprehensive, multi-currency investment management system with integrated asset management, registry and tax management functions. It is a modular solution that can be deployed across multiple sectors including retail wealth management platforms (such as wraps, master trusts and managed accounts), wholesale investment management, registry and mutual funds, custody and private clients/banking.

One platform: multiple processes and multiple functions

Say goodbye to running multiple systems. Our solution is a single platform that allows multiple processes to be integrated, thereby replacing multiple systems. And it's ‘future proof’ – enabling new types of instruments and products to be readily introduced with little or no programming changes. The result? Rapid deployment to market and significant cost efficiencies.

Our portfolio administration solution has been developed to provide an array of unique features that encompass a total  back office processing solution, providing the ability to manage securities trading and settlement, value and track performance, check compliance against preset rules and mandates and generate accounting entries. The solution can also produce a variety of operational and management reports and also has the ability to manage unit registry and unit pricing processes.

The benefits to your business

What can this solution deliver for your business?

• Reduce your operation costs – through simple integration of new instruments and products with little (or no) programming changes and through shared cost of future R&D developments.
• Lower your risk
• Improve your competitive advantage through rapid deployment of new or enhanced products

Why choose this solution?

This solution has everything you require. It’s a single platform that allows multiple integrated processes. It manages securities trading and settlement. It provides performance valuation and tracking, and ensures compliance against preset rules and mandates. It can support alternative/non-standard retail investments e.g. managed accounts. It can also support personalised investments including individual portfolio modelling and regular payment saving plans. You would be hard pressed to find a more functionally rich, versatile and streamlined private wealth and portfolio administration system.

Product coverage

• Managed Accounts
• IMA/SMA/MDA
• Master trusts/IDPS
• SMSF/DIY Super
• Fund Managers
• Unit Pricing
• Unit Registry
• Private clients/banking

More information?

For more information on our private wealth and portfolio administration solution, feel free to download our brochures (top left of this page). There are two brochures currently available for download; a  product brochure (top), and a segment brochure (bottom).

If you have any questions, or would like one of our team to get in touch with you to discuss our solutions, please click the 'Contact Us' button, located on the right of this screen, or email info@bravurasolutions.com