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Description
Embrace the future of wealth administration with Sonata Bravura, a top-tier wealth management solution that integrates cutting-edge technology and a track record of global achievements to elevate your financial management capabilities. Sonata serves as a premier wealth management platform, offering a streamlined approach for managing an extensive array of wealth management products all in one place. Its highly adaptable and scalable design ensures that Sonata caters to both the current and evolving demands of your business, delivering a unified, client-focused solution that facilitates seamless product administration, fosters innovation and compliance, and enhances the overall customer experience. By transitioning to a singular system, your organization can establish a forward-looking platform dedicated to enhancing customer satisfaction and driving business expansion. With a rich legacy of over three decades, Bravura’s Sonata platform stands out as the most comprehensive and feature-rich wealth management software solution available, equipping you with the tools necessary to thrive in an ever-changing market landscape. This powerful solution not only simplifies wealth management but also positions your business to seize new opportunities and achieve long-term success.
Description
Cheetah reimagines the operational core of wealth and trust management by bringing all your essential tools together in a single, intelligent platform. Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client experience.
Designed with a modern architecture, Cheetah scales effortlessly as your business evolves. The platform supports a wide range of fiduciary and investment activities—from trust administration and asset management to complex account structures and operational workflows—helping your organization maintain accuracy, consistency, and control at every step.
API Access
Has API
API Access
Has API
Integrations
Estimating Link
Moneytree
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bravura Solutions
Country
Australia
Website
www.bravurasolutions.com/service/sonata/
Vendor Details
Company Name
Accutech Systems
Founded
1987
Country
United States
Website
www.cheetahinc.com
Product Features
Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management