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BTG Pactual Parceiros by BTG Pactual

Strong Contender

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This app allows autonomous agents to monitor client positions and transactions in real-time. It provides tools for security tokens, account selection, market positions, and transaction history for enhanced client service.

WHG by WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA

Worth Considering

by Serafin Tecnologia Financeira Ltda

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by Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA

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Consolidated client portfolio viewDirect order submission for clientsReal-time client activity notifications

This app provides XP Investimentos financial advisors with essential tools to manage client portfolios, execute trades, and stay informed about client activities. It offers consolidated views of client assets, order submission capabilities, and timely notifications for efficient daily operations.

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Safra Invest: para assessores

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Integrated client portfolio viewMarket analysis and exclusive studiesClient prospecting and account opening support

This app provides accredited investment agents with a comprehensive platform for managing client portfolios, accessing market analysis, and prospecting new clients. It offers exclusive courses and content to support professional development and business growth.

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by Vista Sistemas de Solucoes em Tecnologia Financeira LTDA

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Dream and plan creationFinancial plan managementTransaction statement

This application helps financial planners and their clients organize income, expenses, investments, and debts. It allows users to create financial plans, track assets and liabilities, and visualize financial health through charts.

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Valor PRO: Notícias & Ações

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Exclusive news and market insightsReal-time stock and market quotesIn-depth company analysis

Access real-time financial and business information to make informed decisions. Get exclusive news, market quotes, and in-depth company analysis. Stay ahead with critical insights for finance and business professionals.

free with in-app purchases

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