Manage your clients' assets and statements all in one place
We are experts in financial data. We empower financial advisor and other experts to analyze their assets and manage their client's portfolios easily, affordably and safely.
What is 2INVESTE?
A comprehensive tool for financial advisory professionals.
We offer complete solutions for asset analysis and portfolio management. For assets we enable comparisons and searches, as well as the creation of reports, graphs and slides. For portfolios our suite lets you save, compare, add, relocate and optimize portfolios.
- Market data (quotes and news) on assets used by investors in Brazil
- Tools for comparing assets and portfolios
- Performance analysis
- Presentations for investors
- Portfolio monitoring.
We are not brokers. We do not invest money.
We collect financial data and create tools for investors to make confident decisions.
2INVESTE does not operate any assets and has no relation with 2INVEST.COM