Compliance is not a feature. It's the foundation.
IRM platform built with native compliance for securities consultants. Suitability, AML, audit trail and CVM registration integrated into your workflow.
Challenges you face today
Manual and fragile compliance
Controls in spreadsheets, manual suitability and risk of CVM non-compliance.
Scattered documentation
Terms, risk profiles and reports spread across different systems without traceability.
Time spent on regulatory
Hours preparing compliance reports that could be generated automatically.
Stressful audits
Without automatic audit trail, each CVM audit becomes an emergency project.
How Magnet Customer transforms your operation
Native suitability
Automatic risk profile vs recommended product validation. Compliance integrated into the flow.
Complete audit trail
Every action recorded: who did it, when, what changed. Full traceability for CVM.
Automatic reports
Generate compliance, AML and suitability reports with one click. Ready for audit.
Brazil data residency
Data stored exclusively in Brazil (AWS sa-east-1). Full LGPD compliance.