Unify the perspective between managers, administrators, and custodians with an integrated platform that delivers traceability, security, and full visibility of fund assets and operations.
Eliminate spreadsheets and manual controls with tools that automate regulatory validations, audit trails, and generate reports required by CVM, Bacen, and other supervisory bodies.
Manage different fund structures, portfolios, and mandates with automated, modular processes that grow with your operation—without compromising internal control standards.
With a wide range of tools and specialized consulting, we help businesses evolve with agility and intelligence across both online and physical environments.
Administer FIDCs with full control over quotas, receivables, transactions, and operational limits. Structure flows with audit trails, asset segregation, and mandate-defined rules.
Execute transactions on behalf of third parties with accuracy, compliance, and traceability—ensuring resource separation and regulatory adherence.
Manage assets with total visibility, rule-based controls, and secure access through the Custody Portal—streamlining interaction between manager, administrator, and custodian.
Set up custom portfolio profiles, investment rules, and centralized asset tracking—featuring automated reconciliation and multi-client management.
Structure, validate, and monitor credit operations with speed and standardization. Lote45 organizes documents, checks criteria, and strengthens governance from the start.
Reconcile accounting, regulatory, and operational data with tools that support financial oversight and deliver reports in compliance with CVM, Bacen, and other supervisory bodies.
See success stories showing how our technology empowers our clients.
