Safra Invest: para assessores
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About this app
The Safra Invest App is the application dedicated to self-employed investment agents accredited by Safra Invest. Check out the benefits:
complete platform
Access the cockpit, have an integrated view of the client portfolio and have the most relevant information for your day to day.
Support for your development
Count on support to improve skills and drive business forward. Access exclusive courses and content to help your professional development in the Safra Invest App.
Market analysis
Get access to exclusive market analyses, charts and studies to support decision-making and improve business and client portfolio results.
portfolio management
Count on an overview and individual view of customer portfolios and the speed and agility necessary to monitor operations.
Customer prospecting
Count on an integrated system to support customer prospecting, allowing direct monitoring through the Safra Invest App, from the opening of an account by the customer.
facilitated communication
Create alerts to help organize your business routine and make direct calls to customers. Everything for the investment advisor Safra Invest to offer personalized service and facilitate communication with clients.
Overview
Quickly track general information, such as: future releases, settlements, commitment alerts, suitability and much more.
Operations and information wherever you are
Use the Safra Invest App to access information and carry out operations anywhere, with the speed and efficiency that customers and businesses demand.
Offices accredited to Safra Invest
Team managers and partners from accredited offices can follow, with an integrated view, the inflows and outflows of resources, generated revenues, performance of client portfolios and distribution of products in the portfolio. All to assist in managing teams, office and decision making.
If you, an investment advisor, are not yet accredited by Safra Invest, visit our website: https://www.safra.com.br/safra-invest.htm. Have by your side one of the most respected financial institutions in the financial market and count on the Safra Invest specialist seal in favor of business.
Not yet an investment advisor?
Safra Invest can help you prepare for Ancord's investment advisor certification. Learn more at: https://www.safra.com.br/safra-invest.htm
complete platform
Access the cockpit, have an integrated view of the client portfolio and have the most relevant information for your day to day.
Support for your development
Count on support to improve skills and drive business forward. Access exclusive courses and content to help your professional development in the Safra Invest App.
Market analysis
Get access to exclusive market analyses, charts and studies to support decision-making and improve business and client portfolio results.
portfolio management
Count on an overview and individual view of customer portfolios and the speed and agility necessary to monitor operations.
Customer prospecting
Count on an integrated system to support customer prospecting, allowing direct monitoring through the Safra Invest App, from the opening of an account by the customer.
facilitated communication
Create alerts to help organize your business routine and make direct calls to customers. Everything for the investment advisor Safra Invest to offer personalized service and facilitate communication with clients.
Overview
Quickly track general information, such as: future releases, settlements, commitment alerts, suitability and much more.
Operations and information wherever you are
Use the Safra Invest App to access information and carry out operations anywhere, with the speed and efficiency that customers and businesses demand.
Offices accredited to Safra Invest
Team managers and partners from accredited offices can follow, with an integrated view, the inflows and outflows of resources, generated revenues, performance of client portfolios and distribution of products in the portfolio. All to assist in managing teams, office and decision making.
If you, an investment advisor, are not yet accredited by Safra Invest, visit our website: https://www.safra.com.br/safra-invest.htm. Have by your side one of the most respected financial institutions in the financial market and count on the Safra Invest specialist seal in favor of business.
Not yet an investment advisor?
Safra Invest can help you prepare for Ancord's investment advisor certification. Learn more at: https://www.safra.com.br/safra-invest.htm
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