Brokers & Distributors

Tailored versatility and efficiency

A solution adaptable to your daily routines, with consolidated financial information and customized reports. Our systems were developed for your customers to make the best decisions, integrated with the main players in the market.

Brokers & Distributors

Tailored versatility and efficiency

A solution adaptable to your daily routines, with consolidated financial information and customized reports. Our systems were developed for your customers to make the best decisions, integrated with the main players in the market.

Use Cases

Use Cases

Brokers & Distributors use cases: serving your customer better

Distribution of Funds with Suitability

The distribution of own and third-party funds can be:

Identified, where the client’s data is revealed to the fund administrator – responsible to the regulatory bodies and by the shareholders (statements, income reports, suitability, etc.)

On account and order, where the customer’s data is retained in the distributor – which becomes responsible to the regulatory bodies and the quotaholder.

Distribution of Fixed Income Securities

In this process, the distributor can distribute its own securities (own issuance) and those of third parties – which usually happens on account and order, where the distributor negotiates the rate and amount raised for individualized distribution among its customers.

In the case of self-issuance, the operational flow occurs directly with the treasury of the distributing financial institution.

Fee Rebate Calculation

The rebate amount is a benefit or a “commission” paid by the administrator or manager of a portfolio (fund, club or investment portfolio), and the calculation of this amount is based on the administration and/or management fee charged directly on the PL of that portfolio.

It is important to monitor the calculation of rebates in two views, such as expenses (administrators/managers) or revenues (distributors/officers/portfolios).

SaaS Investment Management with a Difference

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What do our customers say?

Banco Renner

“"We tested some systems and researched the market. We liked the functionalities that BRITech had. We understood that Atlas TAS was the most complete."”

Rodrigo Villa Real

Product Analyst”

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