Advisor Enterprise

Extend the relationship with your customers through the Advisor Enterprise Smartbrain portfolio consolidation platform.

Track consolidated investment portfolios in Advisor Enterprise with detailed portfolio and asset information and analysis.

Analysis:

- Portfolio profitability;

- Evolution of profitability;

- Allocation and profitability by strategy;

- Allocation and profitability by custodians;

- Profitability and earnings in closed periods;

- Position of assets;

- Comparison of the portfolio with different indexes;

- Exclusive extract of shares.