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Through this solution you will be able to have a better definition and management of the investment funds managed by your company, according to the segmentation of your clients or their investment level, to offer them the best financial products in the market.
This solution facilitates the management of entities authorized to operate investment funds, allowing a 360° vision of the managed clients, the integration with different channels, platforms and entities with which it offers the best services to investors.
Flexible pricing scheme.
Automation of massive processes.
Reduction of operating and technical costs.
Services that support mobility.
Allows you to reach your affiliates in a faster and more efficient way.
Design different product alternatives and investment funds to offer investors the best combination of instruments in which to invest their money.
We analyze and research the user experience, their touch points and translate it into a functional and friendly interface.
Software specialized in the administration, control and management of processes related to pension fund management .
Software specialized in the administration and control of different savings alternatives for your affiliates .
We offer customized technological solutions. Our experience has allowed us to develop solutions for companies in Latin America and the United States with more than 43 years of experience and 95% overall satisfaction from our customers.
We provide technology for your company.