Simétrica Investimentos Optimizes Portfolio Management and Risk Control with BRITech
Founded in 2002, Simétrica is an independent asset manager focused on fixed income and found in BRITech the right solution to support its growth.
We spoke with José Renato Maiolo, Managing Partner, and Mariana Freitas, Risk & Compliance Analyst, who shared the challenges they faced and how BRITech has supported the firm’s strategy.
The Challenge
Simétrica faced the challenge of managing its investment portfolio efficiently while maintaining control over the associated risks. Before partnering with BRITech, the firm relied on manual spreadsheets, which required significant time and increased the risk of errors.
The Solution
With BRITech’s Portfolio Management platform, Simétrica gained greater control and agility in managing its assets, replacing manual processes and spreadsheets with an integrated and reliable solution.
In addition, the firm relies on our Risk Analytics platform, which provides detailed analysis of the risks embedded in Simétrica’s operations, enabling more informed decision-making based on accurate and up-to-date information.
Benefits
José Renato highlights the platform’s ease of use and stability, which have significantly reduced the time spent on manual tasks:
“What used to take an entire day to complete is now finished in just 5 to 20 minutes. In addition, BRITech’s solution mitigates risk and provides more reliable management, allowing me to focus on business growth.”
Mariana also shares her positive experience, emphasizing that the team was able to move away from spreadsheets and can now reconcile the portfolio within minutes. Even during the challenges brought by COVID-19, the transition to working from home was seamless thanks to BRITech’s solution.
Regarding the partnership, José Renato says:
“I can say that the relationship between Simétrica and BRITech is excellent because it works. There are no issues. I can be certain that BRITech, including from a risk perspective, works!”
Stop spending time on manual tasks and unnecessary risk. Discover how BRITech can transform your portfolio management and risk control.