A Investtools é uma fintech sediada no Rio de Janeiro. Nascida em 2007 com foco apenas em produtos para corretoras, a Investtools cresceu sempre em busca de soluções importantes e inéditas para o mercado financeiro. Em 2009, surge o Perform It, software inovador onde o cliente poderia ter controle total do fluxo de investimentos de sua gestora. Já em 2014, sob o comando de novos sócios, a empresa é refundada. Em 2017, surgem novos produtos e empresas, como o Grana Capital, o Investtools CRM e o Blockchain Studio. Nos últimos quatro anos, aumentamos consideravelmente o número de clientes, ampliamos nossa equipe e continuamos desenvolvendo novas ferramentas tecnológicas. Esse é só o começo de um caminho com muitas inovações pela frente, sempre desenvolvendo as melhores soluções para o mercado. Nossa Visão: "Trabalhamos para nos tornar referência no mercado, como uma empresa de excelência tecnológica e de excelência na área financeira."
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Who is the CEO of Investtools?
David Gibbin is the CEO of Investtools.
Who are the decision makers in Investtools?
The decision makers in Investtools are David Gibbin, Lucas Perez, Rafael Bressan, etc. Click to Find Investtools decision makers emails.
What types of investment solutions does Investtools offer?
Investtools provides a range of investment solutions including portfolio management, risk assessment tools, and market analysis software. Their services are designed to cater to both individual investors and institutional clients, helping them make informed investment decisions through advanced analytics and user-friendly interfaces.
How does Investtools support financial advisors and institutions?
Investtools offers specialized tools and platforms that enhance the capabilities of financial advisors and institutions. This includes comprehensive reporting tools, client management systems, and customizable investment strategies. Their solutions are aimed at improving client engagement and optimizing investment performance.
What industries does Investtools primarily serve?
Investtools primarily serves the financial services industry, including banks, asset management firms, and independent financial advisors. Additionally, they cater to corporate treasuries and investment funds, providing tailored solutions that meet the specific needs of each sector.
Can Investtools' solutions be integrated with existing financial systems?
Yes, Investtools' solutions are designed to be flexible and can be integrated with existing financial systems and platforms. This ensures a seamless transition and allows clients to leverage their current infrastructure while enhancing their investment capabilities with Investtools' advanced tools.
What kind of training and support does Investtools provide to its clients?
Investtools offers comprehensive training and ongoing support to its clients. This includes onboarding sessions, user manuals, and access to a dedicated support team. They also provide regular updates and training webinars to ensure clients are fully equipped to utilize their tools effectively.
Is there a trial period available for Investtools' services?
Yes, Investtools typically offers a trial period for potential clients to evaluate their services. This allows users to explore the features and benefits of the platform before committing to a subscription. Interested parties can contact Investtools directly to inquire about specific trial options.
What is Investtools Contact number?
You can contact Investtools at 21 31785866. For faster support, we recommend reaching out via email or the contact form on their website.