Funds Manager & Data
Tools focused on improving and automating the operational and mandatory processes of funds managers.
Let's TalkWe develop improvements to make your daily life easier.
Registration
Register the respective funds and indices on the platforms
Upload
Simple and optimized upload of shares
Charts
Generate profitability charts with filters for different periods and market benchmark comparisons
Automation
Automate the import of mandatory documents from the CVM and other public sources
Categories
Divide documents into categories on the Fund’s website.
Optimization
Optimize your IR team’s time regarding the manager’s legal obligation processes
Include data with a single click and in an optimized manner using Funds.
An intuitive tool that is easy to manage (data can be included with a single click or even automatically).
Optimization of time in mandatory manager processes (document updates on the website and availability of shares and profitability charts).
Register as many funds as needed and view their profitability, either from inception or for the last 12, 24, 36, 48, or 60 months, just like the index.
Automatic upload
of fund or index charts
Talk to an MZ Specialist
Do you want to know how to empower and streamline your routine? Fill out the form and one of our specialists will contact you.
