M. Safra & Co. - BRITech
SEP/2016

Case study: M.Safra & Co.

“We look forward to a long-term partnership and we believe that BRITech will be prepared to provide technology and services to support the expansion of our business”

Gustavo Bolognesi
Controllership Manager

Technology, performance and cost-benefit

The choice of the BRITech platform (installed in the cloud) to be used in the Back and Middle Office areas of M. Safra & Co. was influenced by the possibility of giving more processing speed. Essentially, the asset manager sought a technology that would bring more performance at a good cost-benefit.

After an “organized, practical and fast” implementation – with a satisfactory parallel period – Atlas PAS left the processing and conferring of M. Safra & Co.’s portfolios more agile and with strong and professional technical support.

Positive Factors

  • • User-friendly interface.
  • • Good processing speed.
  • • Ease to parameterize.
  • • Fast and organized deployment.
  • • Trust in the service tool which helps a lot in the control of the calls and in the interaction of the teams.
The Challenge

M. Safra & Co was looking for a system that would bring more agility and quality in processing and checking portfolios of funds. The objective of management has always been to generate results above the reference index variation in the long term.

The Client

M. Safra & Co. started its activities in 1998 and its main objective is to act as investment fund manager and securities portfolio management. It operates in several segments of the financial and capital markets, including fixed and variable income, currencies, credit, structured products, commodities and more.

Solution

Family & Wealth Module

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M. Safra & Co. - BRITech