WELCOME TO THE FUTURE
It has never been so easy to review the investments made as it is now.
With our application designed for Brokerage Houses you can review the transactions carried out both in managed portfolios and in intermediation.
An intuitive, simple, practical application with a modern interface that provides the best options for its users.
Let's learn a little more about the new investment platform.
Computer security is an important pillar for us, for this reason, we provide access to the application through credentials previously assigned by the brokerage house, which are duly guarded and encrypted to avoid technological incidents.
Each user of the application will be able to recover their password through automated emails, which avoids an in-house operational process.
Now let's get to the main point, investments!
Once we enter, we will be able to know the details of all the investments made, the total value, the performance, the issuing companies in which we invested, the composition by type of income, by stock market instrument and by risk rating.
Super simple right.
Obtain a detail of your account statement chronologically, here you will find:
The purchase date, the issuer, the instrument, its values and prices. This for both variable income and fixed income.
In addition, you can see the details of each transaction just by clicking on each one.
Knowing the maturities of each investment has never been so simple; through this option each client will be able to project their recoveries in both capital and interest.
Without a doubt, all of this would not be possible without the advisory brokerage house, which is why direct contact can be quickly accessed from the same application. This will connect the customer with an experienced operator who will address concerns.
The future is now! - Our commitment is Innovation
Now the Ecuadorian stock market is available to everyone.