Brokerage Firms & Distribution Platforms

Under the disclosed-investor model, the administrator handles legal and tax reporting; under the omnibus model, you maintain the investor records and submit the relevant instructions. In both models, the platform supports secure transactions and online suitability controls for each client and each subscription.

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.

Automated reporting for ANBIMA, CVM, GALGO, and the Brazilian Federal Revenue Service (RFB), with security, accuracy, and traceability — eliminating manual compliance rework.

Stay compliant with CVM regulations, including CVM Resolution No. 33, with automated report generation and audit support.

A dedicated investor portal for statements, reports, and transactions.

Protect sensitive information through access controls, encryption, and complete operational traceability.