Hub XP: feito para assessores

XP INVESTIMENTOS CCTVM S.A.

About this app

The Hub App XP is the exclusive app for XP Investimentos advisors. It brings together the main tools for you to monitor your clients, analyze portfolios and act more efficiently in your day-to-day advisory work:

• Consolidated Position
View your client's portfolio, registration data, account balance and cross-sell opportunities in one place.

• Sending Orders
Send purchase and redemption orders to your clients directly from the app, safely and conveniently.

• Notifications
Receive relevant alerts about transactions, due dates, anniversaries, open finance and other relevant data from your client base.

• Asset Growth and Maturities
Monitor the trajectory of your clients' assets and anticipate conversations based on portfolio due dates.

• Investment Account and Statement
See updated balances and consult the monthly statement quickly and conveniently.

• Sending Information
Share the consolidated position and the history in PDF format via WhatsApp, email, SMS or Messenger directly from your cell phone.

• Contacting the Client
Call, send emails or messages via WhatsApp with just one touch, directly from the client's profile.

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The XP Hub is exclusive to advisors who work with XP Investimentos.

If you are not one yet, find out more at:
https://institucional.xpi.com.br/assessores/

What’s new

Melhorias gerais e correções de problemas.