We offer the best solution in the market for managing Investment Funds and Clubs as well as other investment portfolios, the rendering of BPO (Business Process Outsourcing) services, enabling Brokers and Distributors of Values to benefit from the best tools on the market used by the main Custodian Banks in the country, with agility and security and a support team that is highly trained both in use of the tools as well as financial market practices. MyPortfolio is the precise solution for all brokers' necessities.
Processes
Registration of new investment portfolios
Registration of operations carried out on the financial market
Cash and cash flow management
Valorization of portfolios
Calculation of shares and assets
Generation of legal and market information
Controllership of Investment Clubs and Investment Funds
Investment Fund Management - on behalf and as ordered
Distribution Control of Investment Funds
Investment Portfolio Management: administrative, managerial, consolidated, prospective customers, simulation and training
Verification of net earnings in variable income operations
Benefits
Security in the execution of financial operations
Implementation of STP procedures (Straight Through Processing)
Total precision in financial calculations
Fulfillment of legal, market and customer necessities.
Mitigation of operational risks
Delivery of precise information to legal entities and the market
Integration between the Front, Middle and Back Office areas
Know the New World
1.TOTVS has the perfect solution to enhance your company management.
2.Learn about the Business Portal TOTVS Ocean. If you are already registered, access exclusive contents HERE
"We chose to use TOTVS ERP right in the beginning of Biancogres activities in 2009. This is because we already knew the software and liked it a lot....
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