Core platform tech
Optimise your platform and enhance service levels using our range of FinoComp microservices.
Our wealth microservices enable you to address specific business and regulatory challenges without needing to make core system changes or run a transformation project.
The open-architecture, cloud-based solutions are quick to deploy and improve your agility, scalability and resilience in the specific business areas you want to enhance.
For more information, contact us.
Intermediary tools
Capital gains tax (CGT) calculator
Bravura’s CGT calculator, formerly FinoComp’s Cobalt, gives wealth platforms a stand-alone tool for managing complex tax scenarios. The system enables advisers to model and optimise capital gains tax allowances to help fine-tune their clients’ portfolios across multiple accounts. It also includes “what-if” analyses for scenario planning.
Managed portfolio service (MPS)
Previously known as FinoComp’s MPS, Bravura’s model portfolio solution enables DFMs to define and control models, charges and assets, while advisers can select and rebalance portfolios based on client needs. It offers self-service, a clear audit trail of model changes and robust reporting tools, leading to better informed decisions and investor outcomes.
Portfolio performance calculations
Bravura’s performance calculations engine (formerly FinoComp’s Insight) delivers fast, accurate portfolio analysis. It supports various calculation methods, currencies, date ranges and attributions, offering real-time insights in an intuitive interface. Advisers can view accounts at the individual asset, portfolio and wrapper levels, reducing reliance on platform support.
Back Office tools
Single source of asset and platform data
Previously known as FinoComp’s SSAD, Bravura’s data aggregator solution acts as a single, reliable source of asset and platform data for wealth management, transfer agency and workplace pension providers. It automates data updates and validation across various systems in real-time, reducing manual work, improving accuracy and ensuring compliance.
Charge rate cards administration
Bravura’s charge rate cards solution, formerly ChargeDef by FinoComp, enables wealth platforms to quickly create and modify charging structures for various products without changing the core system, avoiding delays and rework downstream. The easy adjust, self-service system lets advisers customise charges and access full auditability for compliance and oversight.
Fees and charges calculator
With Bravura’s fees and charges calculator, previously known as FinoComp’s Toro, wealth platform providers have an easy-to-deploy, stand-alone service that automates the calculations of complex fees and charges at scale. It eliminates the need to wait hours or overnight for results, helping to avoid trading freezes or performance issues.
Regulatory tools
MiFID II ex-post costs and charges reporting
Formerly FinoComp’s CoCa, Bravura’s costs and charges reporting tool equips platforms with a real-time solution for MiFID II compliance. Produce detailed, flexible cost disclosures, with the flexibility to drill down to charges by platforms, advisers, asset managers, DFMs and any other third parties.
How can microservices help your organisation?
Boost operational efficiency
Streamline processes, integrate systems and cut costs.
Increase
transparency
Make use of real-time data across platform operations.
Future-proof against regulatory change
Customise your platform without extensive system overhauls.
Our microservices are trusted by leading financial institutions
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