Enhance customer engagement with a market-leading, functionally-rich wealth management solution that delivers endless scalability, innovation and efficiency for your business.

The pension and retirement industry in South Africa is undergoing significant change, with regulation driving standalone pension fund consolidation in favour of umbrella funds. Ongoing market competition for funds is driving down costs, while changes in member expectations is increasing the number and sophistication of communication channels. Umbrella fund providers are faced with ever-changing regulatory requirements, member engagement, volatility of returns and general economic uncertainty.

Given these challenges, the umbrella funds industry relies on flexible and easily configurable technology to remain competitive. Our flagship umbrella funds solution, Sonata has been developed with this landscape in mind, providing a flexible solution for your needs, now and as your business grows.

Wealth Management Solutions

Sonata

Sonata is a market-leading next-generation wealth management solution that streamlines the administration of wealth management products. Built on modern and open technology, Sonata delivers the flexibility and scalability your business needs to achieve a competitive edge, now and into the future.

Sonata Digital

Enhance your customer experience with Sonata Digital – a leading digital service offering that strengthens your digital strategy, now and into the future.

Benefiting your business

Rapid and flexible new product development
Rapid and flexible new product development

Bring new products to market faster with a highly configurable and scalable platform underpinned by modern technology, that easily integrates with your current business environments and scales as your business expands.

Streamline back-office processes
Streamline back-office processes

Simplify back office processes with a single technology platform that enables you to automate processes to drive administrative efficiency, reduce business costs and help you remain competitive.

Focus on member engagement
Focus on member engagement

An intuitive modern web portal delivers multi-channel access allowing personalised communications and real-time capabilities, assisting your business to improve member satisfaction and retention.

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