Take your retail investment business to the next level with Portal

Portal is the technology infrastructure that will take your retail investment business to the next level. With its low-code integration solution, you can launch your own investment portal or leverage your existing software, offering your clients a streamlined, personalized and completely secure experience. Now, in just 24 hours, they can open online accounts, trade over 4,000 financial assets and view their returns in real time, all within a regulated environment designed to maximize operational efficiency.

𝗢𝗹𝘃í𝗱𝗮𝘁𝗲 𝗱𝗲 𝗹𝗼𝘀 𝗱𝗲𝘀𝗮𝗿𝗿𝗼𝗹𝗹𝗼𝘀 𝗶𝗻𝘁𝗲𝗿𝗻𝗼𝘀 𝗰𝗼𝗺𝗽𝗹𝗲𝗷𝗼𝘀 𝗶𝗻𝘁𝗲𝗿𝗻𝗼𝘀 𝗰𝗼𝗺𝗽𝗹𝗲𝗷𝗼𝘀

The investment world is constantly evolving, and with VMetrix Portal you can offer your clients an investment portal quickly and efficiently, without having to develop a solution from scratch. Our flexible platform adjusts to your needs: use it as a standalone site, integrate it with your existing software, or add it as add-on modules to enhance your existing product. With Portal, you simplify implementation and provide an agile, modern investment experience.

𝗟𝗶𝗱𝗲𝗿𝗮 𝗰𝗼𝗼𝗻 𝗶𝗻𝗻𝗼𝘃𝗮𝗰𝗶𝗼́𝗻 𝘆 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝗰𝗶𝗼́𝗻 𝘆 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝗰𝗶𝗼́𝗻

Stand out in the marketplace with an investment experience fully tailored to your brand. With VMetrix Portal, you can customize every aspect, from visual design to communications with your clients, ensuring a strong and differentiating identity. In addition, the platform complies with key regulations such as KYC and FATCA, giving you the security and confidence to scale your business without worry.

𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮 𝗹𝗮 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗶𝗮 𝗱𝗲 𝘁𝘂𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝗲𝘀

It offers a wide variety of financial instruments and allows your users to invest the way they prefer. It facilitates detailed visualization of their returns and document management with agile and transparent processes. VMetrix Portal is designed to scale your business while digitizing and modernizing the investment experience.

With an intuitive interface and advanced analysis tools, VMetrix Portal adapts to the specific needs of each institution, regardless of its size or level of complexity. Designed for flexibility and scalability, it optimizes investment management with a powerful, easy-to-use solution aligned with the challenges of today's market.

Do you want us to adjust anything else?

Key features of this solution include: 

• Customize Portal to fit your brand

• Enhance the investment experience

• Provide full visibility into investment performance

• Drive digitization and transparency in operations

"In VMetrixwe have an ongoing commitment to excellence and innovation. With the launch of Portalwe provide financial institutions with the technology needed to optimize investment management and offer a better experience to their clients. This evolution not only strengthens our proposal, but also boosts the technological development of the financial sector, raising the standards of efficiency and scalability", states Sebastián Valenzuela.

VMetrix is currently present in Chile, Mexico and Paraguay, bringing a new generation of technology to a wide variety of financial institutions. With a firm commitment to excellence and innovation, we are confident that our platform will enable our clients to achieve higher levels of efficiency and success in their operations.

About VMetrix

VMetrix is the first company in Latin America to offer a comprehensive platform to manage the transactional lifecycle of investment portfolios. With SaaS software, it simplifies Front to Back processes without complex implementations.

With Portal, VMetrix enables institutions to offer their clients a modern, scalable and integrated portal, facilitating 24-hour account opening, access to more than 4,000 assets and performance visualization. For more information, visit www.vmetrix.com or contact us at sales@vmetrix.com. Press Contact: prensa@vmetrix.com