PORFIN is a tool for managing investment portfolios with coverage of the entire operating flow of the treasuries.
Our solution is aimed at treasuries and money desks that manage the entity's portfolios and want to have online information about the market value of their investments, control quotas and risks of the same, and support compliance with all operations of investment to be made. On the other hand, our software supports all the regulatory requirements issued by the control entities.
PORFIN also supports all debt issues made by the entity, communicating online with the stock exchanges and deposits where the securities of each issue are traded and kept.
The Capital Market supports to negotiation and fulfillments of operations with securities, financial assets, shares, obligations, debt securities and investment funds.
Support to negotiation and fulfillment of derivative operations in a transactional system and with a counterparty of a Risk Chamber.
Support for trading and compliance with bilateral plain vanila derivatives operations.
The Money Market supports for the negotiation and fulfillments of operations with financial assets with a short amortization period, low risk and high liquidity.
Support to the negotiation and fulfillment of currency operations.
Support for the issuance of everything related to debt
ADA is a reliable and secure tool for the management of Shareholders and Assemblies.
Companies that are listed on the stock market, either individually or as a holding company, or have a significant volume of shareholders and want to control them and their beneficiaries, as well as the processes related to the decree and payment of dividends, can support your operation in our ADA software. Our solution incorporates all the regulations related to shareholder management processes issued by government entities.
Additionally, the system supports all the processes related to the execution of shareholders' meetings.
It allows to control the operations of negotiation of actions that are carried out through the stock exchanges or outside of them.
Dividend administration, including the and payment thereof. It allows the management and control of automatic or manual transfers between shareholders and / or beneficiaries. Generation of certificates for shareholders.
Automatic reception of the movements reported from deposits or the stock market.
It manages all the processes involved in holding the shareholders' meetings.
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