Native Integration
Complete integration with BTG Pactual
Over 50 natively integrated APIs. Positions, AUM growth, redemptions, products and client data automatically synced with your platform.
50+ APIs natively integrated
What the BTG Pactual integration offers
Data synced automatically, with no manual effort.
Automatic Sync
Positions and transactions synced daily. Data always up to date with no manual effort.
Real-time AUM Growth
Track NNM (Net New Money) and AUM growth per advisor in real time on the dashboard.
Financial Products
Complete BTG product catalog available within the platform. Consult characteristics and recommend.
Consolidated Position
Consolidated portfolio view with allocation by asset class.
Client Base
Client registration data synced automatically. No duplicate data entry.
Financial Reports
Performance, profitability and transaction reports integrated into platform dashboards.
Synced data
Information that flows automatically from BTG Pactual to your platform.
Consolidated position per client
Daily AUM growth and redemptions
Net New Money (NNM) per advisor
Product and fund catalog
Client registration data
Profitability and performance
Allocation by asset class
Transaction history