INVESTMENTS AND PRIVATE BANKING MANAGERS


Reference Materials


Vídeo
Video

Gestores de Investimento e Private Banking

Gestores de Investimento e Private Banking


Folder
Folder

Solutions


Software
Software

Investments Control

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


Compliance / Fitting analysis

Online tool used to optimize processes related to compliance analysis and fitting of investment...


Operations billing

Tool supporting decision taking that enables floor broker to perform modeling, execution and follow...


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 investment management activities, supporting decision taking process.


Challenges in the segment

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

TOTVS Solutions

  • Operations billing
  • Compliance / Fitting analysis
  • Liabilities Control
  • Investments Control
  • Automation of processes
  • Settlement of Physical and Financial Position with clearings
  • Messaging
  • BPO – Back-Office of Investment control

Results reached

  • Safety in financial operations
  • STP (Straight Through Processing) processes implementation
  • Accuracy in financial calculus
  • Meet legal, market and clients demands
  • Mitigation of operational risks
  • 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


OSG Sulamericana

"The quality and integration of data enable information to be extracted in order to make strategic decisions." Milton Saito, administrative and...


Blog

Blog

A crise do euro e seu impacto no Brasil até hoje
TI: o mercado de trabalho e suas tendências
Tags: mão de obra, oportunidade, qualificação, tecnologia, tendencias
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