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
Benefiting your business
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
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
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.