Thanks Psalty, you just beat me to it. Following is the end...

Thanks Psalty, you just beat me to it. Following is the end summary from that great article:

"In our view, two ASX-listed companies, Bravura Solutions and Iress Ltd, provide exposure to the market opportunities mentioned above. Both have an overlapping product suite, with Iress having a larger market share in the financial planning space and Bravura having a deeper offering and more customers in the enterprise financial software space. We believe that both companies share similar characteristics having reasonable balance sheets providing the optionality for further acquisitions (Bravura more so), offshore exposure, high degree of recurring revenue and valuations that look reasonable in the current market environment, particularly given these companies are expected to deliver positive earnings growth, with Bravura likely to deliver mid-teens earnings growth over the medium term.In summary, in our view, investors looking for above market earnings growth could consider enterprise financial software companies given they have a number of favourable attributes and numerous industry tailwinds that may see investors rewarded over the medium term."