Single, scalable, future proof. That was the goal when the Liberty Group embarked on a journey to digitally transform its investment platform business.

As with most Linked Investment Service Providers (LISPs), the Liberty Group faced the multiple challenges posed by increased regulation, fee compression, operational inefficiency and risk, whilst simultaneously wanting to differentiate their proposition through a significantly improved, digitally-enhanced adviser experience.

After an extensive selection process, there were several factors taken into consideration, which led to choosing the Sonata wealth management solution by Bravura.

The success of the partnership has given the Group the confidence to migrate more businesses onto the platform, whilst launching new products and services.


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