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Digital Solutions for Financial Institutions in Latin America

Helping clients increase productivity, lower costs, and open new markets through the use of smart technology.

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Smart Digital Solutions

Spend your time building client relationships and your business.

Allow technology to do the heavy lifting of tedious task.

To succeed, financial institutions must blend digital solutions and human capabilities.

Account Opening Process

Opening an account takes less than 10 minutes and it is completely digital.

To determine the clients’ risk profile, the platform asks a few questions and based on the answers, the system generates a portfolio that adapts to the clients’ goals.

Automated Portfolio Management

Our smart technology automates:

  • Risk Profile
  • Assets Allocation
  • Rebalancing
  • Deposits & Withdrawals
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Tax-efficient and globally diversified portfolios
Designed by BlackRock.

Tax-efficient and globally diversified portfolios Designed by BlackRock.

Captivate Your Clients

Provide your clients with smart technology to monitor their account, track their progress, change portfolio, download statements, make deposits & withdrawals.