Safra Invest: para assessores

The Safra Invest App is the perfect tool for self-employed investment agents accredited by Safra Invest. Here are some of the exceptional features:

Key Features:

• Complete platform with an integrated view of the client portfolio


• Support for skill improvement and business growth


• Access to exclusive courses and content for professional development


• Exclusive market analyses, charts, and studies for better decision-making


• Individual view of customer portfolios for effective management


• Integrated system for customer prospecting


• Alerts for organized business routines and direct client communication


• Quick tracking of general information like future releases and settlements


• Operations and information access from anywhere


• Management of resources, revenues, and client portfolios

Communication and Development:

The Safra Invest App not only facilitates communication with clients but also provides essential support for your professional growth.

Business Benefits:

• Improved decision-making with exclusive market analyses


• Efficient management of client portfolios


• Enhanced customer prospecting and communication


• Access to essential information and operations from any location

If you are an investment advisor seeking accreditation with Safra Invest, visit our website to join one of the most reputable financial institutions in the market. Take advantage of the Safra Invest specialist seal for your business success.

Not yet an investment advisor? Safra Invest can assist you in preparing for Ancord's investment advisor certification. Visit our website to learn more about this opportunity.