IRM — Investor Relationship Management
The evolution of relationship management for the financial market. Designed for those who manage investors, not leads.
IRM vs Generic Alternatives — 10 Dimensions
A detailed comparison between generic tools and a platform built for the financial market.
Vocabulary translation
In the financial market, the terms are different. IRM speaks the advisor's language.
Unique IRM differentials
Technology and architecture designed exclusively for the Brazilian financial market.
Native BTG/XP/Safra integration
50+ connected APIs. Positions, acquisitions, redemptions, and products automatically synced.
Decision Memory (proprietary IP)
Records the rationale, context, and outcome of each decision. Intelligence stays even when the advisor changes.
Native CVM/ANBIMA compliance
Suitability, AML, audit trail, and Brazil data residency integrated into the workflow.
MAG Agent (contextual AI)
Recommendations based on profile, portfolio, and investor goals. Automated Next Best Action.
Brazil data residency
Data stored exclusively on AWS sa-east-1. Full compliance with LGPD and Brazilian regulations.
Isolated multi-tenant
Each office with completely isolated data. Zero cross-access guaranteed by architecture.
The Manifesto
Relationships are not spreadsheets. Relationships are infrastructure.
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— Where technology meets wealth.
Ready to discover IRM?
See the platform in action and understand how IRM transforms investor relationship management.