Driving Innovation and Efficiency with BRITech at ID

Operating since 2020, ID was founded following the acquisition of a brokerage firm established in 2012 and previously part of the BR Partners Group. The company offers a broad range of services, including Fiduciary Administration, Custody, Fund Control, Distribution, Securities Registry, Accounting, and other services. Its primary focus is serving asset managers with structured funds, predominantly FIDCs.

We spoke with Lidiane Chiarolli, Director, and Gisele Pinheiro, Fund Control and Custody Manager, to learn more about ID’s strategic decision to choose BRITech from the outset, strengthening a solid partnership aligned with the company’s innovation and technology objectives.

The Challenge

When selecting a system to automate its processes efficiently, ID faced the challenge of finding the right balance between quality and cost. BRITech stood out as the strongest choice, offering the best cost-benefit proposition in the market.

The Solution

BRITech plays a fundamental role in ID’s operations, processing all portfolios and providing solutions for report and financial statement generation, contributing to greater operational efficiency.

As Lidiane explains:

“We use BRITech for report generation, portfolio composition, and the processing of all ID portfolios. In addition, we generate monthly reports for ANBIMA, and our trial balances are also extracted directly from the system.”

The User Experience

Using BRITech at ID provides an exceptional user experience, with agile support, effective help resources, and an adaptable platform that evolves with market needs. Integration with other systems, such as Galgo, simplifies report extraction, enabling ID to optimize its processes and achieve stronger operational results.

Benefits

ID’s overall perception is that BRITech is a highly flexible platform, capable of adapting to market changes while improving operational efficiency and enabling the team to focus on higher-value activities instead of spending time on manual processes.

As Gisele explains:

“If this had to be done through another system or an Excel spreadsheet, we believe there would be a much higher risk of processing errors.”

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