Best Advisor SmartBrain alternatives: apps like Advisor SmartBrain

0.0(0 ratings)

Free

BTG Pactual Parceiros by BTG Pactual

Strong Contender

1.0(1 ratings)

Free

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.

Serafin by Serafin

Worth Considering

by Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA

0.0(0 ratings)

Free

More apps like Advisor SmartBrain

Hub XP

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.

(65)

free

Safra Invest: para assessores

by Banco Safra SA

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.

ad-supported

by Vista Sistemas de Solucoes em Tecnologia Financeira LTDA

Meu Vista

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.

free

Valor PRO: Notícias & Ações

Invista com dados

Real-time market quotesFinancial news updatesInternational market data

Access real-time financial news, market quotes, and company data to make informed investment decisions. Stay updated on local and international markets, politics, and economics with expert analysis.

free with in-app purchases

by Serafin Tecnologia Financeira Ltda

Dashplan

Fundos Imobiliários | Easy FII

by Filipe Menezes

Portfolio managementReal-time asset quotesDetailed dividend tracking

Manage your real estate investment fund (FII) portfolio with real-time quotes and detailed dividend information. Track your assets, analyze performance, and make informed decisions to maximize passive income.

(14)

freemium