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Sonata

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Software Status:Development

About Sonata

Sonata is a financial services software from Bravura Solutions that facilitates the management of investment portfolios. It includes tools for portfolio administration, reporting, and compliance so financial institutions can effectively meet regulatory requirements and manage client assets. Sonata supports both back-office operations and front-office client interactions, providing a comprehensive solution for asset management. The platform is designed to help firms improve operational efficiency and maintain a high level of service for their clients. Key capabilities: portfolio management compliance tracking client reporting data integration user management Best for: financial institutions that need a reliable platform for managing investment portfolios and ensuring compliance with regulations.

Sonata Details

Vendor
Bravura Solutions
Year Launched
Location
Epicor Headquarters 804 Las Cimas Parkway Austin, TX 78746 United States
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, French, German, Spanish, Italian, Portuguese, Dutch, Chinese, Japanese, Korean, Russian, Swedish, Danish, Norwegian, Finnish, Polish, Turkish, Czech, Hungarian, Slovak, Romanian, Bulgarian, Greek, Arabic, Hebrew, Thai, Vietnamese, Indonesian, Malay
Users
Accountants, Financial Analysts, CFOs, Controllers, Auditors, Financial Planners.
Industries Served
Financial Services, Banking, Insurance
Tags
Financial Services, Epicor, ERP, Accounting, Billing, Invoicing, Reporting, Budgeting, Forecasting, Automation, Cloud-based

Sonata's In-App Market Place

Does Sonata have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

9

Mini Apps

1. Advanced Financial Reporting: This add-on enhances the reporting capabilities of Sonata in Financial Services by providing more advanced customization options and in-depth analysis tools for financial data.

2. Budgeting and Forecasting: This add-on allows users to create and manage budgets

as well as forecast future financial performance based on historical data and market trends.

3. Regulatory Compliance Module: This add-on helps organizations ensure compliance with various financial regulations and standards by automating regulatory reporting and monitoring processes.

4. Cash Flow Management: This add-on helps businesses optimize their cash flow by providing tools to track and manage incoming and outgoing payments

as well as forecasting future cash flow.

5. Risk Management: This add-on helps organizations identify

assess

and mitigate financial risks by providing advanced risk analysis tools and reporting capabilities.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), CHF (CHF), SEK (kr), SGD (S$), INR (₹), AED (د.إ)

Pros & Cons

  • Robust financial management features for accurate and efficient accounting
  • Customizable reporting and analytics tools for better decision-making
  • Integration with other systems for seamless data flow
  • Scalable to accommodate company growth and changing needs
  • User-friendly interface for easy navigation and use
  • Provides real-time visibility into financial operations
  • Automates manual tasks to increase productivity and decrease errors
  • Streamlines financial processes for improved efficiency and cost savings
  • Steep learning curve for new users due to complex features
  • Limited customization options for reports and dashboards
  • Slow performance with large data sets
  • Lack of integration with other software systems
  • High initial cost and ongoing maintenance fees for updates and support.

Sonata's Support Options

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