Carteira Advisor

Carteira Advisor is a professional platform for consolidating and monitoring investment portfolios.

Developed for consultants, advisors, managers, and financial market professionals, the app allows for the centralization of assets from multiple institutions, monitoring profitability, and maintaining complete control over clients' portfolios.

Main features:

Open Finance Connections

Integration with financial institutions to automatically import positions and balances, facilitating multi-custody consolidation.

Asset Registration

Allows manual asset registration, recording of transactions, and maintaining an organized history, ensuring total portfolio control.

Balance Monitoring

Updated view of balances by institution and by consolidated portfolio.

Profitability Calculation

Monitoring of portfolio performance over time, with a clear view of asset evolution.

Portfolio Management and Monitoring

Complete organization of client portfolios, allowing for structured analysis and continuous monitoring.

Carteira Advisor was created to offer organization, precision, and efficiency in professional investment management, centralizing information in a single environment and facilitating decision-making.

If you are looking to consolidate portfolios, track profitability, and have complete control over your clients' investments, Carteira Advisor is the ideal tool.