×

Do you want to transform your business?

Explore our solutions
No data was found
Everything for the Management, Custody, Settlement, and Accounting of Investment Operations
Tools to automate and simplify your institution’s investment operations management, covering a wide range of fixed income products (Government and Private Securities), OTC derivatives (Swap, NDF, and Flexible Options), standardized derivatives, equities, and Structured Notes (COE).
Ícone

Customizable Workflow

Flexible and configurable journey, from ticket generation to clearing registration and settlement, with the possibility of full process automation.

Ícone

Custody and Multi-Clearing Integration

Custody management and multi-clearing connectivity (SELIC, B3, CSDBR, Núclea, and Laqus).

Ícone

Compliance and Regulatory Requirements

Compliance with regulatory standards, including file generation for the Federal Revenue Service, Central Bank of Brazil (BACEN), and other regulatory bodies.

Ícone

Custom Queries and Reports

Tool for end users to customize their own queries and reports.

Ícone

Scalable Features

Scalable solution with high availability, API and message queue integration, and automated processing.

Ready to Evolve Your Investment Operations Management?
Discover how we can simplify your processes, ensure compliance, and boost your operations with cutting-edge technology.

More Agility in Your Investment Operations Journey

Optimize your back-office management with a solution that reduces risks, ensures regulatory compliance, and enhances operational performance through system integration.

Fewer Risks, More Security

Automate critical tasks and reduce operational errors with processes that ensure control and reliability from the start.

Compliance from the Source

Meet regulatory requirements seamlessly, with complete and traceable records from the first transaction.

More Efficient Results

Gain agility in managing proprietary, passive, and third-party portfolios with automatic calculations and accurate reports

Clear Communication

Keep every team aligned with clear, integrated, and real-time reporting across all operational areas.

Ready to Grow with the Market

Effortlessly launch new products and grow your portfolio on a scalable platform designed to evolve with your business.

Simplify complexity.

A robust core platform to streamline your financial architecture and accelerate innovation.

No data was found

Leaders trust Evertec

Discover how our solutions have driven transformation and growth for large companies.

Clic Air: Taking off towards efficiency and security in your payments with Evertec

FinanCard launches its new digital wallet linked to a prepaid Mastercard processed by Evertec

Coocique offers its cardholders more secure transactions with the support of Evertec®

Coocique continues its commitment to the digitalization of payments after implementing Zunify from Evertec®

Discover our solutions for your business

Learn how our platforms and services help your institution grow, from digital transformation to regulatory compliance.

This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.