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Benefits and Insights

Why use Totvs Financial Services?

Key differentiators & advantages of Totvs Financial Services

  • Card Issuers
    TOTVS solution improve the management of activities involving card transactions, whether they are credit cards, prepaid cards or cards of payroll deduction and benefits, with own brand or third-party brand, co-branded or private label, among others.

  • Brokers
    TOTVS solutions are the best option in the Market to for outsourced control of funds and investment clubs, besides the other types of portfolio, in a fast and safe way, including the support of an operating team highly qualified in the best practices of the financial market.

  • Credit Unions
    TOTVS solutions improve the management of activities involving granting and management of credit, especially capital account, collection, treasury, accounting and tax and legal reports.

  • Banks and Financing Companies
    TOTVS solutions improve the management of activities involving involving fund raising, loans, financing, collection and discount, receivables and operations with intervention.

  • Custody and Controllership of Investment Funds
    TOTVS solution improve control, planning and implementation of administration, custody and controllership investment.

  • Development Agencies
    TOTVS solutions improve the management of activities that involve granting and management of credit, whether mass (microcredit), capital or working capital, resulting from its own funds, or BNDES onlending or state and federal funds.

  • Supplementary Pension Entities
    TOTVS solutions improve all from the control and planning to the granting and management of credit and investment of open and closed supplementary ension entities.

  • Insurance Companies
    TOTVS solutions act on the control, planning and implementation of underwriting activities (risk, fraud, claim and policy issuance) and management the investments of insurance companies.

  • Private Banking and Investment Managers
    TOTVS solutions improve the control, planning and implementation of investment management activities, assisting in the decision making process.
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