SEARCH
Bravura enhances portfolio admin capabilities
Bravura enhances portfolio admin capabilities
Bravura Solutions has updated its portfolio administration system, improving its ability to meet the administration and client servicing needs of advisers.
The updates will see the company's wealth and portfolio administration system, Garradin, provide advisers with electronic tax lodgement capabilities and a new web portal.
Bravura head of portfolio solutions Darren Speirs said, "By automatically lodging returns and tracking their progress with the ATO, the enhanced solution allows advisers to quickly and easily perform tasks that previously consumed considerable time and resources.
"This simple and efficient electronic lodgement improves client service by providing easy and immediate access to the status of a tax return. In every respect, it supports a better, more cost-effective administration service."
Mr Speirs said the company has also developed an adviser and client web portal.
"The web portal allows advisers to quickly access a single, consolidated view of their client's assets, which is often difficult for advisers to obtain, and configure this information as required," he said.
"Further, the clients themselves can also access a comprehensive view of their assets via the portal for investment vehicles such as SMSFs and IMAs."
Mr Speirs concluded that Garradin's new capabilities allow it to "comprehensively support financial advisers to deliver market leading services".
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Center
- Investor Daily
- Lawyers Weekly
- Money Management
- Mortgage Business
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- Mortgage Business Awards
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- The Adviser Podcast Network
- Australian Aviation Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- Mortgage Business Podcast Network
- REB Podcast Network
- Relative Return
- The Smart Property Investment Show
- Space Connect Podcast
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
