Advisor SmartBrain

Advisor Smartbrain

About this app

Advisor Smartbrain is a professional portfolio consolidator. Track full reports for analysis by strategy, risk level or custodian. Assertively manage your customers' portfolios on the web or mobile!

Offer up-to-date statements to your customers through a modern and intuitive interface.

Consolidate all market assets:
• Fixed income: CDB, LCI/LCA, Debenture, CRI/CRA, Public Securities and COE;
• Variable income: Shares and Real Estate Funds;
• Funds: Investment Funds, Pension Funds, Investment Clubs and Funds that do not disclose quota
• Treasury: Caixa.Cryptocurrencies
• Alternative Assets

Analyze and compare:
• Portfolio profitability;
• Evolution of profitability;
• Allocation by strategy;
• Allocation by custodian;
• Profitability and gains in closed periods;
• Position of assets;
• Financial availability;
• Risk and return;
• Portfolio volatility;
• Next due dates;
• Portfolio summary;
• Web extract of portfolio shares.

Reports:
• Portfolio report;
• Strategies report;
• Report by manager;
• Custodians report;
• Income report.

Want access to all this and more? Get in touch with us through our service channels:
• Instagram: @_smartbrain
• E-mail: [e-mail]