Comprehensive solutions for managing funds, portfolios, and structured assets – delivering technology, security, and analytical precision. Efficiently serve diverse client profiles with extensive functional coverage.
Perform quotas calculations, asset recording , and financial statement management in line with regulatory regulatory standards – minimizing operational risks.
Track portfolios in real time byapplying eligibility, concentration, and credit quality rules to ensure full compliance with fund regulations.
Ensure secure and transparent access to documents and receipts, facilitating interaction between managers, custodians, auditors, and investors.
Ensure compliance with CVM, Anbima, and Central Bank regulations through detailed records of actions and validations.
Connect seamlessly with originators, banks, registrars, ERPs, and other systems, ensuring data consistency and operational efficiency.
Eliminate manual tasks and minimize errors with fully automated, end-to-end automated workflows.
Easily comply with CVM, Anbima, and Central Bank regulations through complete audit trails.
Manage multiple funds, investors, and assets on a unified platform with real-time dashboards and reports.
Easily connect with originators, custodians, registrars, and internal systems via open APIs.
Our solution evolves alongside your portfolio, seamlessly supporting new funds, portfolios, and structures with ease.
A modern, responsive, and intuitive platform—ideal for operational teams, managers, and partners alike.
A robust core platform to streamline your financial architecture and accelerate innovation.
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investment portfolios
pension funds (EFPCs)
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