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BTG Pactual Parceiros

Name: BTG Pactual Parceiros
Availability: InStock
Rating: 4.24 (1 reviews)

Gerencie sua carteira de clientes com agilidade, segurança e dados em tempo real. Otimize sua rotina como Agente Autônomo e eleve o nível do seu atendimento com mobilidade total.

Key Figures

Downloads

1K+

User Rating

4.2/5

Total Ratings

Publisher

Banco BTG Pactual S.A.

Empower Your Financial Advisory on the Go

The complete mobile toolkit designed for BTG Pactual advisors to manage client portfolios with bank-grade security and real-time insights.

Real-Time Portfolio Monitoring

Stay ahead of the market with instant access to client positions and account histories, ensuring you are always ready to advise.

Integrated Security Token

Eliminate friction with built-in 2FA. Authorize transactions and manage access permissions securely without needing external hardware.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

BTG Pactual Parceiros - BTG Pactual Parceiros mobile dashboard displaying investment equity and portfolio management options. — BTG Pactual Parceiros mobile dashboard displaying investment equity and portfolio management options.

BTG Pactual Parceiros - Smartphone showing detailed information for a fixed income investment including interest rates and maturity dates in the BTG Pactual Parceiros app — Smartphone showing detailed information for a fixed income investment including interest rates and maturity dates in the BTG Pactual Parceiros app

BTG Pactual Parceiros - Financial advisor dashboard in the BTG Pactual Parceiros app showing daily revenue and client reminders — Financial advisor dashboard in the BTG Pactual Parceiros app showing daily revenue and client reminders

BTG Pactual Parceiros - BTG Pactual Parceiros mobile app showing fixed income investment products — BTG Pactual Parceiros mobile app showing fixed income investment products

BTG Pactual Parceiros - Welcome and login screen of the BTG Pactual Parceiros mobile app for investment advisors — Welcome and login screen of the BTG Pactual Parceiros mobile app for investment advisors

Description

O BTG Pactual digital Parceiros é o aplicativo usado pelos agentes autônomos do BTG Pactual para acompanharem as posições e transações de seus clientes, podendo assim ter um controle melhor sobre os usuários para prestar o melhor atendimento possível. Entre as funcionalidades do aplicativo estão a geração de Tokens de segurança, seleção de contas, posição dos mercados, histórico de conta corrente, histórico de solicitações, valores em trânsito e permissões de acesso, garantindo assim que o agente autônomo tenha uma opção mobile para verificar as movimentações de seus clientes em tempo real.