Best CRM Monte Bravo alternatives: apps like CRM Monte Bravo

4.6(65 ratings)

Free

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.

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.

Broadcast+ by Agencia Estado Ltda.

Worth Considering

0.0(0 ratings)

Free

More apps like CRM Monte Bravo

Mycapital - Calculadora de IR

by Mycapital Controle de Investimentos Ltda

Consolidated investment trackingAutomatic DARF tax calculationSimplified IR declaration

Track your stock market investments and automatically calculate taxes owed. Simplify your monthly and annual tax declarations with reports mirroring the Brazilian Federal Revenue system. Manage your portfolio securely and efficiently.

free with in-app purchases

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by TECFINANCE INFORMATICA E PROJETOS DE SISTEMAS LTDA

XP Trader

Trade stocksTrade futuresMobile trading

Trade stocks and futures directly from your smartphone. This app provides exclusive access for active clients of XP Investimentos to manage their portfolios on the go.

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by Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA

XP Empresas: Conta PJ

Secure token generationMultiple user managementRecommended investment portfolio

Manage your company's finances and investments securely. Generate tokens for safe portal access, create multiple users with custom permissions, and explore diverse investment options in fixed and variable income.

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Safra Corretora

by Banco Safra SA

Real-time stock quotesOrder placement (buy, sell, stop)Advanced charting tools

Invest in the stock market with a traditional and experienced brokerage. Access real-time quotes, place buy/sell orders, and utilize advanced charting tools. Receive expert analysis and support for your investment decisions.

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Empiricus+

Invista melhor

Investment learning resourcesExpert financial recommendationsWeekly and bi-weekly reports

Learn to invest and increase your chances of making money in the financial market. Access expert recommendations, weekly reports, and video tutorials to invest like a professional. Build a diversified portfolio with access to various asset classes.

free with in-app purchases

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by Mongeral Aegon Seguros e Previdencia SA

MAG Seguros

View contracted productsConsult balances and statementsChange beneficiaries

Manage your insurance and pension products conveniently. View contracted products, check balances, update beneficiaries, and access documents. Perform benefit requests, contributions, and withdrawals easily.

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