Bravura solution for Perpetual
Financial services software provider, Bravura Solutions and Perpetual Investments have announced that they have completed the first stage of the compatibility testing on the EPI/Xplan platform.
The two companies announced to the Australian Securities Exchange this morning that the testing of the functionality had been successful.
Bravura said Perpetual was the first client to implement Bravura’s Wrap application and to utilise Sonata Business Services, which is an end-to-end business solution delivering full enterprise workflow management and document imaging across Perpetual’s entire back office.
Perpetual’s chief operating officer Eric Wang said that upon conclusion of acceptance testing, the release of the EPI/Xplan platform with compatible functionality for Bravura’s new platform would mean that Perpetual’s advisers would be able to view client account details locally, via a daily feed.
“Automated data feeds saves times and eliminates errors that can result from manually entering information into financial planning software,” he said.
AUTHOR
Mike Taylor
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