Bravura Sonata Integration

6B are trusted integration partners for organisations working with Bravura’s Sonata platform. We support connectivity across core administration modules, digital channels, workflow automation, product engines, and reporting services. From discovery and solution architecture through to development, deployment, and ongoing optimisation, our integration solutions are engineered to meet the high security, regulatory, and operational demands of large financial institutions.

As a specialist financial technology partner, we enable pension providers, wealth managers, insurers, and investment platforms to unlock the full value of Sonata by connecting it with modern digital tools, operational processes, and data-driven applications.

Understanding Bravura Sonata Integration

Bravura Sonata is a modern, end-to-end wealth management and administration platform used by pension providers, life insurers, wealth managers, and investment firms. Designed to support a wide range of products — including pensions, superannuation, life insurance, annuities, investments, and wraps — Sonata unifies customer management, product administration, workflow automation, calculations, reporting, and digital experiences into a single enterprise platform.

Integration with Sonata is enabled through a suite of APIs, web services, message queues, and structured data feeds. These allow external systems to access customer profiles, contributions, withdrawals, balances, transactions, product rules, valuations, statements, compliance data, and workflow events. Sonata’s open architecture supports interoperability with CRMs, adviser platforms, employer portals, member apps, financial planning software, payroll and HR systems, custodians, actuarial tools, and regulatory reporting platforms.

Built with strong authentication controls, encryption, and detailed audit trails, Sonata’s integration ecosystem is designed to meet the rigorous data governance and regulatory requirements of pensions, insurance, and wealth administration sectors.

Our Bravura Sonata Integration Process

At 6B, we deliver Sonata integrations through a structured, collaborative approach that aligns with your operational, regulatory, and technical landscape. The process begins with a discovery phase, where we work closely with your administrators, operations teams, and compliance leads to understand the exact workflows your integration needs to support—such as onboarding, contribution processing, valuations retrieval, document exchange, employer reporting, or benefit calculations. We map these requirements to the appropriate Sonata APIs, data services, or messaging channels.

Once discovery is complete, our architects design a secure and scalable integration architecture tailored to your infrastructure and regulatory obligations. We consider authentication, encryption, workflow orchestration, message routing, performance, auditability, and exception handling to ensure the integration operates reliably at scale. Solutions may leverage real-time APIs for member and adviser interactions, event-driven updates for workflow triggers, or batch integrations for reporting, valuations, and regulatory filings.

Development is carried out using Sonata-aligned integration patterns and 6B’s reusable components, enabling consistent delivery and high engineering quality. We implement secure authentication flows, data transformation logic, validation rules, and error-handling frameworks to ensure accurate, compliant data exchange. Each integration undergoes comprehensive testing—including functional tests, performance and load testing, reconciliation checks, security validation, and regulatory compliance reviews—ensuring readiness for production. After deployment, we support go-live coordination, monitoring, incident response, and continuous refinement as your operational needs evolve.

Benefits of Bravura Sonata Integration

Integrating your technology ecosystem with Sonata provides extensive efficiency, compliance, and customer experience benefits. Automated data exchange reduces manual processing, improves accuracy, and accelerates workflows across contributions, withdrawals, valuations, product changes, statements, and reporting. Real-time or near-real-time access to member and product data enhances adviser productivity and supports more responsive customer service experiences.

From a compliance standpoint, integration supports structured, auditable data in alignment with FCA, PRA, TPR, AML/KYC, Consumer Duty, and international regulatory frameworks governing pensions and life insurance. Integrated systems also deliver greater scalability—allowing providers to grow their customer base, introduce new products, and modernise digital services without creating operational bottlenecks. For members and advisers, integration enables richer, smoother digital journeys across portals, apps, and communication channels.

Why Choose 6B for Bravura Sonata Integration?

Extensive experience integrating pension, life insurance, wealth, and investment administration platforms.

Deep knowledge of Sonata APIs, messaging frameworks, data models, workflow automation tools, and operational structures.

Reusable integration accelerators that reduce delivery time while ensuring high quality, security, and compliance.

Security-first engineering with encryption, access controls, audit logging, and alignment with FCA, PRA, MiFID II, AML/KYC, and ISO 27001 standards.

End-to-end service including discovery, architecture, development, testing, deployment, monitoring, and long-term optimisation.

Solutions engineered for enterprise-grade performance, reliability, and future scalability aligned with the evolving Sonata ecosystem.

Bravura Sonata Integration FAQs

What types of systems can be integrated with Bravura Sonata?

Bravura Sonata supports integration with a wide range of financial systems, including CRMs, adviser platforms, member portals, employer payroll systems, KYC/AML tools, financial planning software, actuarial engines, custodians, product administration systems, and regulatory reporting platforms. Its APIs and messaging frameworks support secure, structured connectivity across the pensions, life insurance, and wealth administration ecosystem.

Does Sonata support real-time data exchange?

Yes. Sonata offers real-time and near-real-time API integrations for member, adviser, and product interactions, enabling immediate access to contributions, valuations, transactions, and workflow events. For larger operational processes such as statements, valuations, or regulatory reporting, Sonata also supports batch and scheduled data feeds.

What security and regulatory standards must be met when integrating with Sonata?

Integrations must comply with financial-sector requirements including encrypted transmission (TLS), role-based access control, audit logging, and secure authentication. Regulatory compliance must reflect standards set by the FCA, PRA, TPR, AML/KYC, Consumer Duty, and ISO 27001. 6B builds these controls into each stage of the integration lifecycle.

How long does a Bravura Sonata integration project usually take?

Timelines depend on the complexity of your product set, operational workflows, and data requirements. Simple API integrations may take several weeks, while multi-workflow integrations—covering onboarding, contributions, payments, valuations, and reporting—can take several months. Our discovery phase provides a tailored project timeline based on your goals.

Do we need access to a Sonata test or sandbox environment?

Yes. Access to Sonata’s test environments is essential for validating workflows, verifying data mapping, testing authentication flows, and measuring performance. 6B works with Bravura and your internal teams to ensure the appropriate environments and credentials are provisioned before development begins.

Can the integration support both real-time APIs and batch workflows?

Absolutely. Sonata is designed to support both synchronous real-time integrations for member and adviser interactions, and batch-based processes for valuations, reconciliations, statements, and reporting. We can deliver hybrid architectures depending on your operational and regulatory needs.

How does 6B ensure data accuracy and compliance across integrated systems?

We implement robust validation rules, reconciliation checks, exception handling frameworks, and detailed audit trails. Our approach aligns with Sonata’s data models and regulatory expectations, ensuring accuracy across contributions, withdrawals, valuations, and other key administration workflows.

What type of support is available once the Sonata integration is live?

6B provides ongoing monitoring, incident management, performance optimisation, reconciliation support, and continuous enhancements. We also ensure that your integration remains compatible with Sonata upgrades, regulatory changes, and evolving business requirements.