Broker Dealers and Distribution Platforms
From fund distribution and suitability to securities registry services, we provide accuracy, security, and regulatory compliance at every stage, with end-to-end traceability across operations and investor servicing.
Control, compliance, and accuracy across every stage of distribution and securities registry operations.
Key challenges we solve for you
Manage investor onboarding, administration fees, legal and tax reporting by account and order, KYC and investor registration, as well as fixed-income distribution — including trade confirmation, transaction records, and suitability controls.
An exclusive portal with a consolidated repository of reports available to your clients and investors.
Gain full visibility into rebates, fees, and commissions, with centralized and traceable data instead of manual spreadsheets.
Manage securities registration and recordkeeping with automated updates across market infrastructures such as B3, investor ownership tracking, documentation issuance, and complete historical records — keeping investor positions and holdings continuously up to date.
Manage payments of interest, dividends, amortizations, and other corporate actions, with complete control over records and transfers.
Ensure ownership transfers are properly recorded and settled, with complete audit trails across all transactions.
Automate the generation of reports required by ANBIMA, CVM, GALGO, and other relevant entities, ensuring regulatory compliance and reducing manual compliance work.
Stay compliant with CVM regulations, including CVM Resolution No. 33, with automated report generation and audit support.
Provide investors and issuers with a dedicated portal for statements, reports, and transaction tracking.
Protect sensitive information through access controls, encryption, and complete operational traceability.
BRITech
The infrastructure powering mission-critical operations for Broker Dealers and Distribution Platforms.
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