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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).
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Customizable Workflow

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

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Custody and Multi-Clearing Integration

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

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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.

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Custom Queries and Reports

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

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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.
Our products for your business
COE (Structured Notes)
Design and distribute COEs with integrated fixed income and derivative components—featuring full control over lifecycle events and maturity management.
Collateral Control
Monitor and track in real time the assets backing funding operations (LCI, LCA, LFG, and DPGE), ensuring regulatory compliance and security.
Equities
Manage trading operations across stocks, ETFs, and other market assets—featuring performance calculations, integrated custody services, and automated tax reporting.
Fixed Income
Manage fixed income assets with accuracy, including government and private securities. The platform supports proprietary, third-party, and funding position management.
Flexible Option
Manage fully customizable option contracts—define terms, prices, triggers, limits, and underlying assets with complete control and automated settlement valuation.
Futures and Options (Standardized Derivatives)
Manage exchange-traded positions with automated daily adjustments, integrated tax reporting, and seamless clearinghouse connectivity.
Interest-Bearing Account
Manage interest-bearing accounts with automatic yield calculation and customizable operational rules.
NDF (Forwards and Commodities)
Simplify forward contract management with automated financial settlement tied to currencies or commodities—featuring maturity-based settlement calculation, mark-to-market valuation, integrated accounting, and robust risk reporting.
Swap
Facilitates rate and currency swap operations, mitigating financial risks through smart strategies.
Treasury Direct
Seamless integration with government programs for retail trading of public securities—featuring automated registration, settlement, and accounting.

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.

Leaders trust Evertec

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

Coopesanramón Takes a Firm Step Towards Digital Payments by Implementing Evertec®’s Zunify

Grupo Mutual Launches New VISA Infinite Debit Card Processed by Evertec®

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

Discover our solutions for your business

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