A proven solution to providing affordable financial advice, at scale.
Bravura Digital Advice is a comprehensive suite of modules enabling Superannuation Funds to digitally deliver intra-fund advice to their members, personalised and at scale.
Leveraging cutting-edge technology, Bravura Digital Advice brings affordable, high-quality financial advice to Australians, like never before.
INITIAL MEMBER ENGAGEMENT
Our innovative solution offers five comprehensive modules covering key stages of the financial journey: from pre-retirement planning to post-retirement strategies, investments, contributions and insurance needs. A key point of differentiation is that our retirement modules aren’t just projections—they’re optimised to maximise members income during retirement.
ACCESSIBLE DIGITAL ADVICE
How and when your members wish to interact with their digital advice journey is up to them. We offer a true omni-channel experience, seamlessly transitioning between digital self-service and personalised phone-based advice. And when your members face complex situations, our solution intelligently triages them to comprehensive advice
ACTIONABLE AND COMPLIANT ADVICE
Underpinned by a comprehensive advice engine, our solution is capable of generating fully compliant Statements of Advice (SOAs), to support AFSL Licensees in their compliance obligations when configured to the Licensee’s business and risk requirements. Taking it a step further, the solution allows easy implementation of the financial advice. This is made possible through our straight-through processing via native integration into our Sonata Alta solution, or utilise our experience in integration into a variety of third-party eco-systems.
COST AND TIME EFFICIENCIES
Our digital interface isn’t just about accessibility—it’s about productivity too. By providing a simple digital interface for advisers, our solution empowers phone-based advisers to focus on the moments that matter: building meaningful relationships with their members.
BENEFITING YOUR SUPER FUND
DIGITAL ADVICE & ADVICEOS, BETTER TOGETHER
Unlock the full potential of Digital Advice with AdviceOS (our comprehensive financial planning product), or with any third party planning tool.
With a modern IT stack, open architecture and extensive advice modelling capabilities, Digital Advice and AdviceOS work seamlessly to help you create a comprehensive end-to-end advice capability.
PARTNER WITH BRAVURA
With Bravura, you can trust that your advice offering will evolve with the industry, staying ahead of the curve every step of the way.
Join the many Australian Superannuation Funds already powered by Bravura for intra-fund advice. With over 30 years of experience delivering solutions to superannuation funds, we deeply understand the regulatory environment, trustee obligations and the technology ecosystem—ensuring seamless integration and unparalleled performance.
Contact us today to find out more.