CUSTODY, CONTROLLERSHIP, AND INVESTMENT FUNDS


Reference Materials


Vídeo
Video

Custódia e Controladoria de Fundos de Investimento

Custódia e Controladoria de Fundos de Investimento


Folder
Folder

Solutions


Software
Software

Investments Control

Absolute leader in capital markets, the solutions controls any kind of...


Generation of Information for Accounting

Enables higher flexibility in the implementation of accounting plans,...


Settlement of Physical and Financial Position

Enables agile, practical and accurate checking positions and...


Control of Funds Liabilities

Controls quotaholders of local and offshore investment funds,...


Consultoria
Consulting

SMALL CYCLE PRODUCTS

Enables the small and medium company the access to the best practices...


PROCESS, PEOPLE AND TECHNOLOGY

Promotes the company main source of power through the development of...


MANAGEMENT

Improve the company's performance, in a tactic level, to guarantee the...


STRATEGY

Leverages the company's performance meeting all the interested people...


Serviço de Valor Agregado
Value-Added Service

EDUCATION

To facilitate global qualification through the internet, transforming...


INFRASTRUCTURE

TOTVS solutions for Infrastructure enable the customer to use the...


BPO

To generate scale economies, reduce costs and improve processes...


Tecnologia
Technology

Technology

Article Image
To provide mobility, flexibility, customization and integration through business solutions of a...


Value Proposal

Improve control, planning and execution of management, custody and investment controllership activities.


Challenges

  • Scale gain
  • Quickness and safety in information disclosure.
  • Reliability in integration process with managers  
  • STP (Straight Through Processing) Solutions
  • Promote innovation and growth in investment control
  • Acquisition of new customers
  • Meet legal and market demands
  • Cost reduction

TOTVS Solutions

  • Middleware for the integration of operations held by managers
  • Compliance / Fitting analysis
  • Liabilities Control
  • Investment Control
  • Automation of processes
  • Settlement of Physical and Financial Position with clearings
  • Messaging
  • BPO – Back-Office of Investment control

Results accomplished

  • Safety in financial operations
  • STP (Straight Through Processing) processes implementation
  • Accuracy in financial calculus
  • Meet legal, market and clients demands
  • Mitigation of operational risks
  • Submission of accurate information to legal and market bodies
  • Integration among 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


3. Or call - Brazil:
0800 70 98 100

Cases

Cases


Marcegaglia do Brasil

"Today, adopting management software, company directors do not live without system charts anymore, easily viewed in their offices. They can have an...


Blog

Blog

A crise do euro e seu impacto no Brasil até hoje
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