Challenges

  • To ensure liability in the integration process with managers and custodians
  • To reduce operation risks
  • To ensure innovation and growth in the investment management
  • To meet legal and market requirements
  • To reduce costs
video-1

Our solutions for your company

Soluçoes
Contacts
Select
  • Select
  • Brazil
  • Argentina
  • Chile
  • Paraguai
  • Uruguai
  • Bolivia
  • Mexico
  • Peru
  • Equador
  • Colombia
  • Other

TOTVS management software has modules as basis that automate Back Office processes for supplementary pension entities such as treasury, accounting, and legal and tax reports.

For your company to have a solution suitable to every need, count on the modules for Core Business. Besides this, you have an extensive portfolio of supplementary solutions at your disposal so you do not have to hire any other partner when it comes to technology.

Core business

Core Business

  • Loan
  • Financing
  • Credit cards
  • Proposal capture
  • Authorizer
  • Credit workflow
  • Onlending
  • Default management
  • Banking automation
  • Internet banking
  • Checking account
  • Savings account
  • Administration of funds and portfolios
  • Quotaholders
  • Portfolio management
  • Accounting and legal
Core business

Back Office

  • HCM
  • Purchases and supplies
  • Management of contracts
  • Inventory and costs
  • CRM and Call Center
  • Sales and billing
  • Finances
  • Accounting
  • Management of legal department
  • Tax / SPEDs / NF-e
  • Fixed asset
  • Assets maintenance
  • Budget Planning and Control
  • Business Analytics
  • Compliance
  • Risk
  • Governance
  • Accounts payable
  • Purchases and receiving
  • Process follow-up
  • Litigation
  • Data warehouse
Core business

Supplementary Solutions

  • ECM (Enterprise Content Management)
  • Workflow / BPM (Business Process Management)
  • Enterprise Social Network
  • ESB (Enterprise Service Bus)
  • Cloud Computing
  • Infrastructure
  • Supplementary Software
  • BPO (Business Process Outsourcing)
  • HR/ Legal / Investments
  • Business Education
  • Management Consulting
  • Special projects
  • Software factory