Oslo DTVM

SUCCESS CASE | JAN/2019

“Trust, experience, and BRITech’s reputation were decisive factors in choosing the solution.”

Henry Gonzalez
Shareholder and Portfolio Manager at Oslo DTVM

Oslo DTVM

Oslo DTVM

150% Growth in 4 Years

Oslo DTVM has been a BRITech client since 2014, when the firm managed only one fund. Implementation was fast and tailored to the client’s needs, and since then its growth has been gradual and consistent, resulting in an increase of more than 150% in the number of portfolios and funds managed in less than four years.

Key Benefits

  • Cloud-based system
  • Increased productivity
  • Faster access to information
  • No major infrastructure investments required
  • Gradual and sustainable business growth

Results Achieved

  • Business scalability without increasing back-office infrastructure
  • Diversification of activities and portfolios on the same technology platform
  • Compliance with CVM and ANBIMA regulations

The Client

Founded in December 2007, Oslo DTVM’s primary objective is to serve the interests of its investors. To achieve this, the firm relies on robust infrastructure, reliable systems, and strong operational controls.

Its focus is on managing its clients’ assets and wealth, supported by a solid infrastructure capable of meeting the financial industry’s most stringent risk management and compliance standards.

The Solution

Atlas PAS / TAS / Link / Investor Portal

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