Best Financial Services Software in Brazil

Our industry-leading platform delivers the highest return on investment, and is the fastest and easiest to deploy. It revolutionizes the way businesses do their tax operations and manage FATCA and CRS compliance. Are you looking for a reliable and scalable tax compliance solution that can be easily integrated into your existing systems and processes? Discover how our fully automated FATCA/CRS platform is delivering value to businesses of all sizes. You can easily integrate our fully automated, scalable online customer portal and tax operations validation portal into your existing systems to demonstrate compliance and reduce your risk. Our fully automated online customer and investor portal allows you to grow your user base, provide a superior investor experience, and reduce your risk.

MobiFin Elite, a unique digital financial platform, helps financial institutions and banks to develop solutions that are suitable for the ever-changing financial market. This platform is focused on security, scalability, and omnichannel capability. MobiFin Elite is available on-premises, in the cloud, or hybrid. We care about you so that you can care for customers. Enjoy the magic of a sophisticated platform built on Kafka-based messaging buses architecture. We ensure that there are no frauds in financial transactions and we make it easy to leverage the power of the most secure digital financial platform. Futuristic platform that allows for all interactions to be done using APIs. This makes it easy to integrate with third-party services and new digital solutions. Your customers will have seamless access to all digital channels, allowing them convenience and ease of use.

Bancorp has been providing nonbank businesses with the people, processes, and banking technology they need to meet their specific needs. We have grown to be a leading provider of technology-forward solutions that help our partners' businesses move into the future. The Bancorp is your partner in helping you grow, maintain, and expand your business. The Bancorp is more than a payment innovation platform for our clients. We build lasting partnerships by focusing on the future with technology and services. We don't settle for the best solutions today. Instead, we look for new technologies to create more efficient, scalable, and agile services. We strive to transform the payments landscape every day. Bancorp Institutional Banking provides innovative lending and deposit solutions to financial professionals that seamlessly integrate with wealth management strategies.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

Sequence is a ledger as-a-service that allows organizations to securely track and transfer their balances in token format. Sequence allows organizations to securely manage their financial assets on private ledgers. They can also transfer them seamlessly across public networks. Companies using Sequence are creating the future of finance, commerce and other applications. Store and transact user balances. Securely store customer funds. You can issue, service, or sell loans. Manage driver and consumer balances. Instead of worrying about building and maintaining a ledger infrastructure, focus on shipping and scaling your product. You can easily add new accounts, asset types, or products without having to re-code the ledger. Sequence is designed for enterprise use. It scales with your business. You can share a portion of your ledger with other partners, which reduces complexity and opens up new business opportunities. The immutable, append only cryptographic data model prevents corruption and tampering.

Flexible and configurable implementation options are available for bespoke, private cloud, or on-premise deployments, customizable functionality, white-labeling, and the ability to adapt workflows in real-time to external data. Our workflow platform Aurora automates the entire capital market process, including bond issuance and post-trade data administration. Aurora can be configured to create a workflow for any participant in the primary market value chain. This can be used either internally within an organization or externally to interact with stakeholders to build seamless user journeys. The platform allows for both structured and unstructured data sources to work with. These can then be converted into standard formats to facilitate seamless data management between teams using external and internal services. A template library of legally compliant, machine-readable documents that has been prepared by top capital markets law firms is available.

Technology and financial services to create a more inclusive world Lendable provides capital for emerging and frontier market fintech businesses and offers technology, asset management, advisory services, and advice to leading investors. Connecting investors with fintech through technology, capital solutions, as well as services. Maestro, our proprietary risk technology platform, provides full-service underwriting, risk management, and reporting. Maestro features include core banking APIs and payment gateway integrations. Verification technology is also available. A proprietary database of loans for benchmarking and BI dashboards are some other Maestro features. It was our first venture as a risk management company. Closed-ended funds, open-ended funds and local currency channeling are all possible. Bonds (coming soon) Fintech, balance sheet debt to an existing business. SPVs for business growth, local currency advisory.

Credit products without a bank sponsor You can offer a compliant credit product within weeks, not months. Bank sponsorships and obtaining state licensures can take many years. Onbo's compliant and licensed credit products can be integrated into your financial service, allowing for rapid GTM. Bring your own KYC, fraud and underwriting policies. It's easy and quick to get started. You can also customize them with scale. We help you get started with debt capital up to $1M. As you grow, we help you connect with our debt capital partners and help get your first facility. Credit builder allows users to build credit by using microloans for everyday purchases. Personal loans can be modified with 15 loan parameters. They also come with our flexible loan management software "LMS". Lines of credit are revolving loans that allow borrowers to increase their spending capacity.

Propine offers a range of blockchain-agnostic solutions for institutional grade and institutional use that can be used to manage all digital assets, including digital securities, cryptocurrencies as well as stable coins, NFTs, fiat, and fiat. Propine's core solution is Pro-Tect. This integrated digital asset custody platform provides the highest levels in certified security and compliance for safeguarding multiple asset types. Our state-of the-art solutions include Digital Securities: DASH, PropSS, and Crypto Management: CryptClear & DeFi-nity. Our KYC and AML services allow you to manage regulatory and compliance risks and allow customers to be onboarded safely, efficiently, and every time. We are ISO 270001 certified. We have a predictive cybersecurity posture that includes SOC monitoring, HIPS and UEBA. We also have a robust risk management framework and hardened modular governance with programmable policy engines that are tamper-proof.

Quiltt provides a complete consumer fintech infrastructure that allows anyone to create innovative financial experiences. It doesn't have be complicated. We have the infrastructure to help customers quickly launch customer-facing features in their products - account connection, round-ups and bill management - in a fraction the time and at a fraction the cost. Quiltt Connect is an embedded UI module that allows you to access a complete and context-rich financial picture for your customers. Connect is built on the Quiltt graphQL API and comes pre-integrated to Plaid's industry-leading bank database network and Spade's powerful transaction enrichment services. Connect can be integrated into your product experience in just a few lines, allowing your team to concentrate on your core innovations.

We excel in data science and credit analysis. We have the ability to provide credit assessment services online, including an online application and a finalized credit approval. You can even checkout in seconds. You can scale your sales without taking on any risk by offering clients one-click B2B PaymentLater payment options. You get paid upfront, but they can borrow money to buy more supplies and inventory. To accelerate your growth, leverage your recurring revenue to gain non-dilutive capital. To grow their business, offer your merchants upto 80% of their gross merchandise values (GMV) upfront. Merchants can pay in one click. We wait for buyers to pay us. Our high-performance technology integrates AI and data analytics to provide seamless embedded lending solutions with no additional income documents. We are accelerating the growth and development of the digital economy together with you.

Portabl is changing the definition of what it means for financial service providers to share trust information with millions of people who rely on them. 6 out of 10 customers abandon online registration. We made it as simple as signing in to make the process of signing up easy. You can create 2-touch financial access for any user anywhere on the Web2 or Web3 and protect your users' privacy while you do it. You can easily sign up users in just 2 steps and 15 seconds by using the configurations that best suit your business. Our SDKs for mobile and web allow you to get up and running in minutes. Use zero-knowledge proofs to validate and verify information. Globally-recognized standards (OIDC SiOP) allow your users to log in with their verified identity via encrypted channels, eliminating the password risk. A tamper-resistant audit leadger allows you to see any changes in customer data.

OpenFin's intelligent workspaces are used by the world's largest financial institutions to improve their teams' efficiency, speed, and effectiveness. We take care of the details to ensure that your employees are happy and accessible. We deliver the reliability you need to rest well at night, with more than 60bn app hours logged. This is just one reason Wall Street's leaders trust us. Our clients and us aren't willing to compromise on security. We made security a core part of our DNA and integrated it into all we do. A workspace that does everything will delight users and increase time-to-value. Launch apps, automate tasks and configure complex layouts.

Merchants, banks, fintechs, and hotels are all striving to win customers' hearts and minds by creating memorable experiences. Merchants and banks can collaborate to deliver the richer, more seamless and relevant banking and commerce experiences that consumers demand today. Cardholders will be able to receive offers at the item or category level, rather than just at the merchant level. This allows for powerful discounts that can drive daily spend and large-ticket purchases. Business spenders will enjoy better experiences thanks to the ability to seamlessly and automatically have their spend at restaurants, hotels, and other merchants synchronized with their bank app and expense management system. This allows you to save time and money dealing with fraud claims, transaction disputes and chargebacks, increasing operational efficiency within your company.

The future where errors and inaccuracies can be eliminated using cutting-edge artificial intelligence, go-to market is faster and easier, customer acquisition is faster with tailored lending products, elevated experiences, and this is called Lentra. Lentra, a brand-new domain-native platform, was built from the ground up. It was designed and developed to meet all the needs of any financial institution. Ready-to-use, with quick deployment and curated journeys. Microservices architecture that allows for custom customer journeys. No CapEx with pay-per-user/transaction SaaS model. With dedicated data centers, it is always-on. In-built industry-grade secure infrastructure. API-driven for rapid 3rd party integrations. Horizontal scaling allows for growth. Lentra offers a range of solutions that cover all aspects of a financial institution's lending needs, including personal loans and credit cards.

We are a fintech company that aims to provide self-service, transparency and risk mutualisation to the global financial service industry. AccessFintech Synergy DataLake allows optimization of workflow through collaboration, data access and shared technology access. Our network of self-service and shared data solutions enrich and extend data, workflow, and technology throughout the transaction lifecycle. This results in more transparency, faster resolution, fewer failures, and valuable benchmarking insights. Self-service solutions to automate transaction resolution and decision-making in multiprovider environments. Optimize workflows and workforces through risk assessment, recommendation, sharing of workloads, and tracking actions. Benchmarking insights to improve and optimize cost.

Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, fintech, and banking partner relationships. There are many documents that must be exchanged to approve compliance approval for new partner onboarding and periodic reviews of B2B partnership relationships. This process shouldn't take more than a few months. Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, banking, and fintech partner relationships. Aerotruth helps you speed up the approval and document exchange process, which allows you to conduct due diligence on existing and new partners more quickly. Aerotruth, a secure cloud-based platform, makes it easy for institutions to store, exchange and approve documents that are required to comply with regulatory requirements during the review and onboarding processes.

You can improve the financial health of your employees and reduce your PTO liabilities. This will also increase cash flow for your business. Sorbet's PTO cash-out solution makes it easy for employees to cash out unutilized PTO and reduces employer liability. Your employees will have instant access to their hard-earned pay when they need it most. Their monthly salaries will remain untouched. Sorbet isn't expensive for your company! It actually saves money for your company. You pay nothing if your employees don't cash in. Cashing out employees saves money. You can track the value of your PTO liability over time. Get insight into your company's financial and overall health. Employees have the right to decide how they spend their PTO. Your employees will be more financially healthy. It's a win-win situation if we can improve morale, enable our employees pay their bills and live the lifestyle they want at very low cost to the company.

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

The cash conversion cycle is a key control parameter for your working capital. Calculate your cash conversion rate based on your business processes. Then, determine how you can improve your cash flow and your working capital by improving one or two KPIs. Our financing platform provides you with all the common supply chain finance instruments, and allows you to optimize your global financing of goods or services. The Traxpay platform allows you to connect with your suppliers and financing partners quickly, securely, and easily. Digital forfaiting gives you the chance to quickly and easily generate additional liquidity. You can directly sell your trade receivables to your financing partners and receive the full agreed sale price. Your suppliers can choose which invoices they want to accelerate and when. The discount will be higher if payment is made earlier than usual.

E6 offers the infrastructure and flexibility to deliver industry-leading payment solutions to top 50 global banks, fintechs and other organizations. With our payment technology, you will always be ahead of the curve. Stop letting outdated technology limit 21st century opportunities. TRITIUM is E6's powerful payment platform. It offers a solution that is flexible enough to redefine the paytech industry, yet secure and reliable enough to please your CIO. TRITIUM, E6's powerful payments platform, is the only solution if you want to modernize your existing payment technology stack, expand your business or get ahead of your competition. You didn't just stumble upon this page, so tell us what your goals are. TRITIUM's flexible, single payment platform can be used for almost any type of payments application, from launching innovative products to powering a BaaS. Our modern payment platform will simplify your paytech stack, and help you reduce costs.

i2i Logic combines your company's spreads with the best corporate financial data to generate insights and drive your frontline's market activity. The analytics and insights will be delivered through a digital platform that corporate bankers and advisers can use at their desks or in the field with their clients. Users include relationship, markets, supply-chain and transactional banking teams as well as bank executives, non-bank corporate advisers, and credit teams. Automated data driven prospecting based on 100,000s of companies, and thousands of industry profile. Financial and operating metrics are analysed with dynamic benchmarking compared to industries and peers. Conversation modules for your clients to share - capital needs, debt sizing and liquidity, markets and transaction banking.

Omnia is a modular platform that enables your business to undergo a Digital Transformation. It boosts your revenue generation, rationalizes your costs, and creates an omnichannel and multichannel experience for your customers. All of this at high security levels. Integrate your legacy systems, external services and institutions in one place. Offer a unique, homogeneous and seamless experience to both your internal and external customers. Implement pre-designed applications quickly that can be easily adapted to your current Business requirements. Omnia provides applications that are easy to deploy and can accelerate your business growth. With a platform that adapts to any Legacy System on the market, you can preserve the best of your IT Investment. Reduced costs and risks of your digital transformation process by enabling continuous innovation and scalability of your products and service.

Rightfoot offers secure connectivity to millions business and personal accounts without requiring an account login. Our proprietary technology relieves customers of the burden of having to remember multiple passwords for their financial footprint. Rightfoot illuminates accounts that were previously opaque and gives you a complete financial picture of your customer. The financial picture of a customer can change dramatically since the last update of credit bureau data. Rightfoot gives you the information you need to make informed decisions. Creditworthiness can be determined by analyzing chargebacks, payment disputes & other data. Avoid the industry-standard dropoff of 40% to unlock seamless product experiences. Use customer-level financial information to hyper-target product offerings.

Our comprehensive, secure and cost-effective solution is built around the ability to reduce risk and gain greater control over the Standing Settlement Instructions (SSI) Process. SSImple is a solution that helps improve SSI communication and processing. It's driven by the current market settlement failure rate. Match SSIs across multiple assets: equity, fixed income, FX, and cash. Protect against disputes. Immutable records support every action. High visibility - SSI communication is visible at all stages. Market participants, whether they are EU or non-EU domiciled, must tighten their settlement processes to ensure that they are prepared for the new Settlement Regime.