File Import
Direct integration with XP Investimentos
Client data, positions and transactions from XP imported via file. Complete portfolio visibility without leaving the platform.
What the XP Investimentos integration offers
Data synced automatically, with no manual effort.
Automatic Sync
XP positions and transactions synced periodically on the platform.
AUM Growth & NNM
AUM growth and Net New Money metrics per advisor available on the dashboard.
Client Base
XP registration data synced to avoid duplicate data entry.
Client Position
Consolidated client portfolio with XP data integrated into the profile.
Security
Encrypted communication and secure authentication with XP systems.
Reports
XP data integrated into customizable reports and dashboards on the platform.
Synced data
Information that flows automatically from XP Investimentos to your platform.
Consolidated position per client
AUM growth and redemptions
Net New Money (NNM)
Client registration data
Profitability and performance
Transaction history