TEST 30 DAYS FREE
All unlimited, without any commitment
TEST 30 DAYS FREE
All unlimited, without any commitment
Are you an investor in unlisted companies?
Do you need to follow the development of your portfolio?
Would you like easier disinvestment?
Would you like to find investment opportunities?
Would you like control over your meetings and tasks?
Our services:
Some advantages of our services:
Profile and investor needs
Can I sign up for more than one service on the platform?
The services accumulate in functionalities, thus if you have the Institutional Portfolio profile, for example, you have the right to every feature included in the other three services preceding it. If you have any doubts about the service that best fits you, we would advise you to choose the service that covers all of your needs without overpaying.
Why does the Institutional Portfolio have an open price?
This service is customized to the needs of each client. The price will depend on variables such as the complexity of this need and the integration or not with the systems already used. To know more, contact us.
What type of investors can use the platform?
Any type of investor who has to manage a portfolio of investees, or who is invested in more than one unlisted company. They can be:
What happens if the company does not fill in the information?
The investor has the option, starting with Professional Portfolio, to insert information about the investees, even though they are not registered on the platform or do not update their contents.
Is there any discount or special price?
Yes, there are discounts on annual contracts. Contact us for more details.
How can we help you?
You can contact us through this form, or call us through the number available at the top of the page.
Thank you very much for visiting us.