Technological infrastructure to boost your retail investment business

Launch your own investment portal or enhance your current software with low-code integration. Your clients will be able to open their accounts online within 24 hours, trade over 4,000 financial assets, and monitor their performance. Accelerate your go-to-market with a solution that is easy to integrate, fully customized to your brand and compliant with regulatory requirements.

FORGET ABOUT COMPLEX INTERNAL DEVELOPMENTS

An investment portal that accelerates your growth

The market is growing every day and this is your chance to capitalize on it. Launch your investment portal for clients without the risk and complications of developing it from scratch.

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Get ahead of the competition

Performance

Reach new customers

Thousands of users are looking for a better way to invest. Make them your customers by digitizing the investment experience, from account opening to trading.


Document digitalization

Be technologically advanced

Offer an innovative product that stands out from the competition. Free yourself from infrastructure costs, continuous improvement projects and obsolescence risks.

Sensitivity

Stay compliant with regulations

Scale with confidence by adhering to Know Your Customer (KYC) policies, Politically Exposed Person (PEP) guidelines, tax compliance (FATCA), and Investor Profile regulations.

3 ways to integrate Portal into your ecosystem

FLEXIBLE TECHNOLOGY

Create a unique investment experience without programming. Thanks to our low-code technology infrastructure, you can launch your investment portal as a stand-alone site or embed it, either fully or modularly, into your existing software.

Launch your investment portal on a new site

Deploy Portal on a standalone domain and offer your clients a cutting-edge investment experience.

Fully integrate it into your digital ecosystem

Embed Portal into your current software and provide your clients with a seamless investment journey.

Add code snippets and improve your product

Quickly implement Portal features that expand your capabilities without the need for a complete system overhaul.

Revolutionize your customers' investment experience

LEADS WITH INNOVATION

Discover how to drive your business forward with a new investment portal

Customize Portal to fit your brand

Adapt the visual design to your identity
Customize every detail of Portal, from the login screen to the internal interface. Include your logo, define your main color and select a color palette for graphics. Also, choose between Dark or Light mode to offer a visual experience aligned with your identity.

Configure essential system elements
Upload your support page, terms and conditions, and define the logo that will appear on all documents you send to your customers from Portal.

Customize email communications
Configure the logo, colors, legal footer and add links to your social networks so your customers can easily identify you.

Enhance the investment experience

Provide more investment alternatives
Facilitates access to trade a wide variety of financial assets, such as Bonds, Stocks, Funds, FX and Money Market. All instruments come preloaded in the system, ready for your clients to start trading.

Let clients invest their way
Give your users the flexibility to either manage their investments independently or delegate their portfolio to a specialized Portfolio Manager from your company.

Reach more clients with your financial products
Do you want to boost your Funds? Do you plan to launch Fixed-Term Deposits or offer Investment-Linked Insurance? Create, manage and deliver them to your clients with VMetrix.

Provide full visibility into investment performance

Allows your clients to follow the evolution of their portfolio
Facilitates access to portfolio variations in different time periods: daily, weekly, quarterly, accumulated over the year or according to specific date ranges. This flexibility will provide your clients with a clear and detailed view of their returns.

Offers analysis by asset type
Provides your clients with the evolution of their investments by asset type, such as Bonds, Stocks, FX and more. This will give them a comprehensive understanding of their portfolio, helping them to make more informed decisions and optimize their investment strategy.

Drive digitization and transparency in operations

Comprehensive transaction history
Give your clients full access to their account activity, including deposits, withdrawals, asset purchases and sales, interest payments, dividends, and more.

Streamline document management
Enable quick viewing and downloading of invoices, account statements, and contracts. Enhance efficiency with integrated digital signatures for seamless document exchange.

Improve customer service
Receive information about your users' transactions immediately. Automate the generation of documents and offer personalized products according to your customers' interests.

Enhance the investment management of both your teams and clients

VMETRIX: AN ALL-IN-ONE SOLUTION

Investment management platform for your teams
Improve your company's transactional lifecycle with our SaaS platform. Centralize investment, risk and treasury management, and accelerate Time to Market with modeled markets and preloaded regulatory reporting.

Investment portal for your clients
Deliver an intuitive and comprehensive investment experience with a world-class proprietary portal. Go to market quickly, capture new clients and power a new line of business without having to develop a product from scratch.

TAKE THE LEAD IN THE MARKET

Elevate your company's value proposition to your clients

  • Create, manage and provide access to your funds through a new client investment portal. Expand the reach of your products and increase revenues.

  • Generate a new source of income by launching investment-linked insurance products. Strengthen customer loyalty by offering an additional option to protect their wealth.

  • Optimize and expand your investment product offering, reaching new clients faster. Offer a modern and accessible investment experience.

  • Provide more investment alternatives to your clients, with multiple financial assets available without the need to develop new technological solutions.

  • Provide your clients with an intuitive and clear portal to manage and monitor their investments. Build trust by providing greater visibility and control over their portfolios.

  • Make your customers feel safe and secure with you by providing an intuitive product that allows them to access all the information about their portfolio in real time.

Frequently Asked Questions

  • You can order Portal only, or with VMetrix SaaS. We recommend the second option to offer you an integrated experience and maximize efficiency in investment, risk and treasury management. To provide you with a quote tailored to your company's needs and objectives, we invite you to contact us so we can explore the best solution for your business together.

  • Portal can be up and running within a matter of weeks, much faster than developing a solution from scratch.

  • Absolutely. If you already have an investment portal, Portal can greatly enhance the experience you offer to your clients, providing you with a more complete solution without additional technical complications.

  • No, there is no limit to the number of clients that can use Portal. It is designed to scale alongside your business, allowing you to handle as many users as you need without any issues.