BRITech - Claritas
OCT/2017

Case study: Claritas

“The service is fast and efficient. In the last year it has improved considerably. I am pleased with the partnership and I hope the system continues to evolve.”

Thiago Fidalgo
Risk Head

Effective risk control with quick service

No deployment. The system runs on the cloud and was made available quickly, practically without adjustments or parameterizations. Most of the funds were uploaded through XML ANBIMA and the rest through easy-to-fill Excel spreadsheets. The interface is also quite simple and friendly, with some instructions the solution was already being used fully. The possibility of configurations and DDE link by Excel brings great flexibility, allowing some customizations to be made without generating any demand for BRITech.

The Claritas need was something robust for the management of long-term funds, long short, macro, structured funds (real estate, credit and forestry), asset allocation and investment products abroad. The gains were immediately clear due to their functional scope and the platform is constantly evolving.

Positive Factors

  • • The link to excel is extremely useful and gives you the freedom to customize Claritas reports according to the target audience.
  • • Possibility of an “explosion” of the funds portfolio up to the level of the final asset is a great differential for the users.
The Challenge

Implement a risk system with customization capability that would be able to meet all the needs of the Claritas team.

The Client

Claritas is an independent asset management company specializing in the management of investment funds in Brazil and abroad. The company began operations in February 1999, being one of the pioneers in the alternative investment industry in Brazil. It started as an independent fund and over the years has been developing new areas to become a complete third party resource management company.

Solution

Asset Management Module

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BRITech - Claritas