WealthTech · Financial Services
R$500 million under management for 15,000 investors
A WealthTech set out to open professional investment management beyond large portfolios. The platform now brings together 15,000 active investors and R$500 million under management, at 99.9% availability.
Assets under management
Active investors
Platform availability
Challenge
Challenges we know well
The client, a WealthTech investment manager, needed a digital platform that would open professional investment management to a broader audience, with an experience that stayed simple and transparent for every investor profile.
A platform accessible to every profile
Designing an intuitive interface that works for first-time and seasoned investors alike, opening up professional wealth management to a wider audience.
Integrations across the financial ecosystem
Connecting the platform to multiple brokers, custodians and B3, Brazil's stock exchange, for live data and fast trade execution.
Real-time performance dashboards
Building analytics panels that present returns, allocation and portfolio history clearly and up to date for every investor.
Compliance with securities regulation
Staying aligned with CVM, Brazil's securities regulator, and the rest of the country's financial market rules from launch day.
Solution
Our approach
We built a complete WealthTech platform focused on user experience, performance and integration with the financial ecosystem.
01
Investor portal
A modern, intuitive interface with performance dashboards, portfolio tracking and detailed return reports for every investor profile.
02
Rebalancing engine
An automated portfolio rebalancing engine driven by risk profile, executing orders with brokers automatically.
03
Financial integrations
API connections to the stock exchange, brokers and custodians, delivering live data and fast execution with high availability.
Results
Measurable impact
Numbers that reflect investor trust and the strength of the platform built together with the client.
Assets under management
In managed assets
Availability
Of the platform in production
Active investors
Managing wealth digitally
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View caseReady to build your investment platform and scale your WealthTech?
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