Efficiency and Partnership: How Altinvest Enhanced Its Management and Automation Processes with BRITech
Altinvest is an asset manager and fund administrator with a strong presence in the Brazilian financial market, bringing together a team of executives with extensive experience at financial institutions and leading law firms. Key members of the team include Rogério Garcia Peres, CEO of Altinvest, and Elisângela Catia Capassi, Compliance Director. With previous experience at international banks such as BankBoston and Citibank, they decided in 2018 to structure an operation focused on serving clients in Miami, including corporate and tax-related matters. Today, Altinvest manages FIDC, FII, FIP, and other investment funds, with more than BRL 2 billion in assets under management.
The Challenge
Altinvest was looking for a robust technology solution to optimize its operations and improve efficiency across its management processes. Given the complexity of the financial market and the constant need to adapt to regulatory changes, the firm needed a partner that could provide agility, reliability, and specialized support.
The Solution
The partnership with BRITech provided Altinvest with a platform capable of supporting its management needs in an agile and secure way. The solution enabled rapid adaptation to regulatory changes while providing efficient support. In addition, process automation delivered greater control and security in the administration of FIDC and FII funds, allowing Altinvest to provide an even more efficient service to its clients.
RCVM 175 and Its Impact
With the introduction of RCVM 175, Altinvest faced the challenge of adapting to new regulatory requirements established by the CVM. According to Elisângela Capassi, the change created a need for tighter control over internal processes and the ability to respond quickly to regulatory demands. “Response time can sometimes be what sets us apart in the market. Everyone faces problems, but the speed at which they are resolved makes all the difference,” she says.
User Experience and Benefits
The implementation of the BRITech platform provided Altinvest with a seamless user experience. With a support team that is consistently available and attentive to the firm’s needs, Altinvest has been able to stay ahead of market demands while maintaining a high level of operational efficiency. During the transition to RCVM 175, the platform played a key role in enabling rapid compliance with the new requirements.
The main benefits identified were:
– Agility in adapting to regulatory changes
– High-level technical support and fast response times
– Security and reliability in fund management
– Automation and greater operational control
– A strategic partnership to support business growth
Results and Long-Term Partnership
The results achieved by Altinvest through its partnership with BRITech have been significant. Rogério Garcia Peres emphasizes that the relationship goes beyond technology, providing essential consultative support for the firm’s continued development: “BRITech is not just a solution; it is a fundamental partnership for our growth and for the market as a whole,” he says.
With the automation and regulatory support provided by the platform, Altinvest was able to optimize critical operational processes. A task that previously took three hours to complete can now be performed in just 30 minutes, representing a significant efficiency gain. In addition, security and regulatory compliance have been strengthened, enabling the firm to expand its operations with confidence.
Through this partnership, Altinvest continues to grow and deliver a high-quality service to its clients, supported by the security and innovation the market demands.