Advisor SmartBrain

Features Advisor SmartBrain

Advisor Smartbrain is a professional portfolio consolidator.
Track full reports for analysis by strategy, risk level or custodian.
Assertively manage your customers portfolios on the web or mobile!Offer up-to-date statements to your customers through a modern and intuitive interface.Consolidate all market assets:• Fixed income: CDB, LCI/LCA, Debenture, CRI/CRA, Public Securities and COE;• Variable income: Shares and Real Estate Funds;• Funds: Investment Funds, Pension Funds, Investment Clubs and Funds that do not disclose quota• Treasury: Caixa.Cryptocurrencies• Alternative AssetsAnalyze and compare:• Portfolio profitability;• Evolution of profitability;• Allocation by strategy;• Allocation by custodian;• Profitability and gains in closed periods;• Position of assets;• Financial availability;• Risk and return;• Portfolio volatility;• Next due dates;• Portfolio summary;• Web extract of portfolio shares.Reports:• Portfolio report;• Strategies report;• Report by manager;• Custodians report;• Income report.Want access to all this and more?
Get in touch with us through our service channels:• Instagram: @_smartbrain• E-mail: [email protected]