Operator Dashboard interrogates the Sonata platform, data layer and MCP infrastructure in real time — surfacing exceptions, suggested actions and AI agent responses that reflect what the business is actually doing today, not a snapshot from hours ago.
+ Real-time data
+ Live AI models
+ MCP infrastructure
+ Sonata integration
Scheme
4,821 members
Cash & Settlement
Unmatched Cash
Alert
22
receipts · £1.4M uninvested
Match receipts to applications›
Unsettled Trades
8 aging
31
trades · 8 approaching failure
Chase settlements›
Pending Confirmation
Due today
14
trades awaiting counterparty
Confirm trades›
Unmatched Cash — Suggested Actions
1
17 receipts matched exactly to adviser applications — approve allocation to ISA, GIA and SIPP accounts
2
5 receipts cannot be matched — 3 have no corresponding application, 2 have amount discrepancies
3
Generate full exception report and notify affected advisers to submit or correct their applications
Unsettled Trades — Suggested Actions
1
5 aging trades share the same counterparty — draft chaser communication to their operations desk
2
Flag 3 near-failure trades to compliance team with full position history
3
Initiate buy-in process for trades exceeding settlement deadline
Pending Confirmations — Suggested Actions
1
Send confirmation chasers to 6 counterparties who haven't responded within 4 hours
2
Auto-confirm 8 trades matching standard parameters within agreed tolerances
Apply default elections for 3 actions where client instruction has not been received
Platform Fees — Suggested Actions
1
Preview the upcoming fee run for 1,842 accounts — review calculated amounts before processing
2
Approve and submit the platform fee run for processing on 14 April
Adviser Fees — Suggested Actions
1
4 accounts cannot have adviser fees collected — insufficient cash, consent lapsed or account closed
2
Process adviser fee collection for the remaining 312 eligible accounts
Cash Interest — Suggested Actions
1
Review calculated interest amounts for 2,104 accounts totalling £84,210 before crediting
2
Apply cash interest to all eligible accounts — credits will be reflected in account balances immediately
Transfers
Inbound Transfers
In flight
18
transfers · £4.2M in transit
Track transfers›
Outbound Transfers
3 stalled
13
transfers · 3 on hold
Resolve holds›
Inbound Transfers — Suggested Actions
1
Acknowledge receipt of 14 transfers and send confirmation to originating advisers
2
4 transfers require asset re-registration — initiate the re-reg workflow
Outbound Transfers — Suggested Actions
1
3 transfers on hold pending missing documentation — generate document request notifications
2
Contact receiving platforms for 2 transfers delayed beyond expected timeline
Client Activity
Open Complaints
3 urgent
14
open · 3 near deadline
Triage complaints›
Client Queries
On track
7
awaiting response · address, name & KYC changes
View queries›
Breaches
2 open
5
total · 2 open · 3 resolved
Manage breaches›
Incidents
1 SLA at risk
4
open · 1 approaching SLA
Review incidents›
Open Complaints — Suggested Actions
1
3 complaints are approaching their regulatory response deadline — draft response letters
2
Triage remaining 11 open complaints by severity, type and responsible team
Client Queries — Suggested Actions
1
Draft responses for 4 standard queries using existing knowledge base and account history
2
2 clients have submitted change of address requests — review new address details and update Sonata
3
1 client has requested a change of bank details — verify mandate and update payment instructions
4
1 client has submitted a change of name request — review supporting documentation and update client record
5
KYC documents received for 3 clients — verify documents and update verification status
Breaches — Suggested Actions
1
2 open breaches require regulatory reporting under MiFID II — review, classify and submit to compliance
2
Review the 3 resolved breaches and confirm regulatory submissions are complete and on record
Incidents — Suggested Actions
1
1 incident is approaching its SLA resolution deadline — escalate and assign to the responsible team
2
Review all 4 open incidents, update status and confirm affected firms and clients have been notified
Advice & Applications
Advice Assistant
EV
11
client reviews, suitability & financial wellness
Review with EV›
Applications
4 incomplete
9
in progress · 4 require action
Manage applications›
Reviews in Progress
3 awaiting client
7
reviews · 3 awaiting client response
Manage reviews›
Reviews Due
Next 30 days
14
clients · due within 30 days
Plan ahead›
Advice Assistant — Suggested Actions
1
5 clients are due their annual suitability review — use EV to assess current risk profile against portfolio
2
3 clients have had a change in circumstances that may affect their risk profile — re-run EV assessment
3
3 clients may no longer be on track to achieve their financial goals following recent market moves — review their plans and recommend corrective action
4
8 clients have completed financial wellness checks — review scores and RAG status across savings, borrowing, spending, investing and protection
Applications — Suggested Actions
1
4 applications are incomplete — missing client signatures, identity verification or mandate details
2
3 applications are complete and awaiting your review and submission to the platform
3
Submit a new ISA, GIA or SIPP application for a client using a guided workflow
Reviews in Progress — Suggested Actions
1
3 reviews are awaiting client response to the EV questionnaire sent — send a reminder
2
4 reviews have client responses received — complete the suitability assessment and generate reports
3
Create review packs for all 7 in-progress reviews — compile suitability reports, portfolio summaries and meeting agendas
Reviews Due — Suggested Actions
1
Schedule review appointments for the 14 clients due within the next 30 days
2
Send the EV questionnaire in advance to all 14 clients so responses are ready before the meeting
3
Create review packs for the 14 upcoming clients — compile portfolio valuations, performance summaries and agenda templates ready for each meeting
Portfolio Exceptions
Account Exceptions
Action required
23
accounts · 9 cash surplus · 14 allocation drift
Review exceptions›
Account Exceptions — Suggested Actions
1
9 accounts holding surplus uninvested cash above tolerance — initiate investment instructions to bring in line with model
2
14 accounts have drifted beyond their target asset allocation tolerance — generate rebalancing instructions
3
Review all 23 exceptions and generate a consolidated trade instruction file
Payment & Payroll
Payment Run Status
Action required
3
exceptions · next run 1 May 2026
Review exceptions›
Monthly Payroll
On track
£2.85M
gross · Apr 2026 · 4,821 pensioners
View payroll breakdown›
PAYE & Tax
Review needed
7
coding notices outstanding · RTI filed
Review tax codes›
Payment Run — Suggested Actions
1
3 payment exceptions require resolution before the May payroll run can be authorised — invalid bank details (2), suspended member (1)
2
Review and authorise the April payment run reconciliation report
Monthly Payroll — Breakdown
1
Gross payroll £2,847,300 · PAYE £681,352 · NI £0 (all pensioners) · Net payable £2,165,948 — approve for BACS submission
PAYE & Tax — Suggested Actions
1
7 P6 coding notices received from HMRC — review and apply updated tax codes before next payroll run
2
RTI Full Payment Submission for April submitted — no action required
Member Events
Deaths Notified
Action required
3
pending · 1 guarantees in payment · 2 dependants to notify
1 member has a 10-year guarantee with 4 years remaining — raise continuing guarantee payment instruction
3
2 members have registered dependants — initiate dependant pension commencement process
Pension Increases — Suggested Actions
1
847 members eligible for April 2026 CPI increase of 3.1% (LPI elements capped at 5%) — review and apply increases
2
Generate member notification letters for all impacted members
Benefit Statements — Suggested Actions
1
All annual benefit statements issued — no action required. Next statement run due January 2027
Administration
Member Queries
Review needed
12
open · 2 approaching SLA deadline
Review queries›
Data Corrections
Action required
7
corrections pending · address, bank, name changes
Process corrections›
Regulatory Returns
Up to date
0
outstanding · next TPR return due Jul 2026
View returns schedule›
Member Queries — Suggested Actions
1
12 open member queries · 2 approaching 10-day SLA deadline — review and respond
2
Draft responses to 5 standard payment queries using member payment history
Data Corrections — Suggested Actions
1
7 data corrections pending — 3 address changes, 2 bank detail changes, 1 name change, 1 date of birth correction
Regulatory Returns — Schedule
1
All regulatory returns are up to date. Next TPR annual scheme return is due July 2026
My Pension
Current Pension
In payment
£1,847
per month · next payment 1 May 2026
View pension details›
Payment History
All paid
12
payments · last 12 months · all on time
View payment history›
Pension Increase
Applied Apr 2026
3.1%
CPI increase · effective 1 Apr 2026 · +£55/month
View increase details›
My Pension Details
1
Your pension of £1,847/month is paid on the 1st of each month to your registered bank account. Your pension commenced 1 March 2019
Payment History
1
All 12 payments in the last year were made on time. Most recent: £1,792/month (Apr 2026 pre-increase). After the April 2026 CPI increase your pension is £1,847/month
Pension Increase Details
1
Your pension increased by 3.1% (September 2025 CPI) from 1 April 2026. Previous amount: £1,792/month. New amount: £1,847/month. Annual increase: +£660
My Account
Annual Statement
Issued Jan 2026
2025
statement year · available to download
View statement›
My Details
Up to date
✓
name, address & bank details current
Update my details›
Nominated Beneficiaries
On file
2
nominees registered · last reviewed Jan 2025
Review nominations›
Annual Statement 2025
1
Your 2025 annual benefit statement is available. Total pension paid in 2025: £21,504. Gross income for tax purposes: £21,504. Tax deducted: £4,266
My Details — Update
1
Your registered address, bank account and contact details are all current. To update any details, use the agent below — changes require supporting documentation
Nominated Beneficiaries
1
2 nominees on file: spouse (100% dependant pension) and 1 discretionary beneficiary. Last reviewed January 2025. Would you like to update your nominations?
Trade Error
—
—
Error reason
Counterparty ✎
Direction
ISIN ✎
Trade Date
Units / Shares ✎
Price ✎
Original Value
Revised Value
—
Reason for amendment
Trading
Create client-level buy, sell and switch instructions
1
Client & Account
2
Instruction
3
Review & Confirm
Search for a client
Client name or ID
Select an account
Fund or security to buy
Search fund / ISIN
Subscription amount
Amount (£)
Select holding to sell
Holding selected
Sell by
Switch from — select holding
Switch to — search fund
Amount to switch
Instruction summary
Market Orders
Loading...
AUA by Fund / Security
AUA by Product Wrapper
Reference ↕
Counterparty ↕
Fund / Security ↕
ISIN
Direction
Orders
Units / Shares
Value ↕
Price
Trade Date ↕
Sett. Date
Status ↕
Clients & Accounts
Loading…
Client ID
Surname
Forename
Middle Name
External Ref
Ref Code
Master Scheme
Adviser
GIIN
Last Updated
Version
Account No
Client
Product
Status
Designation
External Ref
Commencement
Next Statement
CGT
Prevent Withdrawal
Docs Complete
Rebalancing
Currency
Adviser
Bravura Solutions · Operator Dashboard
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Title
Detail
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Sonata API · saveClient
Edit Client
—
Title ✎
Gender ✎
Surname ✎
Former Surname ✎
Forename ✎
Middle Name ✎
Initials ✎
Salutation ✎
Date of Birth ✎
Place of Birth ✎
Marital Status ✎
Mailing Name ✎
Planned Retirement Date ✎
Status
Home Phone ✎
Mobile Phone ✎
Business Phone ✎
Reporting Currency ✎
Hold Correspondence
client.clientDetails.holdCorrespondence
Can Solicit
client.clientDetails.canSolicit
Disclaimer Signed
client.clientDetails.disclaimerSigned
Update Associated Account Salutation & Mailing Name
