Trustees Executors extends Bravura connection

Trustees Executors is the largest provider of outsourced back office investment administration in New Zealand, with more than $30 billion in funds under management.

Trustees Executors will leverage Sonata to underpin its digital and growth strategy.

The strategic partnership sees Trustees Executors continue its digital transformation journey. Sonata will provide the foundation to support Trustees Executors in transforming into a fully data-driven organisation that changes the way it services its clients.

The upgrade to Sonata version 9.9 will deliver major benefits for Trustees Executors, including enhanced service delivery, operational efficiencies, and new and innovative real-time digital offerings to customers. It incorporates major functional and technical enhancements across member and investor functionality, products and legislation.