With our technology, your wealth reaches new heights.

Multi-Bank Integrator

Get a consolidated view of your investments regardless of the number of banks and brokerage firms you have an account with.
All movements, positions, indexes, and metrics are available in an integrated manner for a central analysis of portfolio performance.

Magic-One-Page (MOP)

Visualize your portfolio's performance quickly, simply and objectively. Everything you need to know on a single page without complications in an organized and structured way for quick understanding and daily monitoring.

Portfólio Review

Compare your portfolio allocation with the target allocation planned in the analysis of your profile, whether the level of risk is adequate and whether the investments are positioned to perform as expected.

Investment Analytics

360° and detailed view of each asset class, dividends, interest and bonus, with indexes and metrics for deeper analysis.

Asset Comparison tool

Make comparisons of assets with each other and with various indexes in the market. Get more information to diversify your portfolio and increase your wealth.

On-Demand Dasboards

If you like specific visualization models, for mobile or building your own cockpit model, have the freedom and flexibility you need. Build custom Dash, views, and reports.