File Import
Integration with Banco Safra
Client data and Safra positions imported via file into the platform. Unified portfolio view for advisors linked to Safra.
What the Safra integration offers
Data synced automatically, with no manual effort.
Automatic Sync
Safra data synced periodically with Magnet Customer.
Client Base
Registration data synced automatically. A single source of truth.
Client Position
Client portfolio with Safra data integrated into the 360 view.
Metrics
AUM growth and transactions automatically reflected in dashboard metrics.
Security
Secure and encrypted communication with Safra systems.
Dashboards
Safra data integrated into platform dashboards and reports.
Synced data
Information that flows automatically from Safra to your platform.
Consolidated position per client
Client registration data
AUM growth and redemptions
Profitability
Transaction history