About PHIBRA SUITE
PHIBRA SUITE is a software platform from Phibra that supports the management of complex data environments. It includes data integration, analytics, and visualization features so users can gain insights from their data. Designed for versatility, the platform helps organizations to efficiently handle vast amounts of information and make informed decisions. PHIBRA SUITE can be customized to fit specific organizational needs, allowing for scalability and flexibility in data handling. Key capabilities: data integration analytics visualization custom dashboards reporting tools Best for: enterprises that need effective data management solutions.
PHIBRA SUITE is an integrated, real-time fund-management platform developed in Brazil, designed to support asset managers, fund administrators, and financial institutions throughout the full lifecycle of fund operations. The platform consolidates front-office, back-office, compliance, CRM, reporting, and risk management functions into a unified database, eliminating data silos and ensuring a single source of truth across all departments. Its front-office capabilities allow fund managers and executives to monitor real-time performance of assets, simulate quota issuance, assess cash balances—including daily or D+3 projections—and analyze results attribution across strategies or traders, enabling more informed and timely decision-making. The back-office modules provide automated reconciliation of fund quotas, portfolio holdings tracking, cash-flow monitoring, cost and revenue allocation, performance measurement, and tax calculations for IR/IOF, supporting operational accuracy and efficiency. Compliance features allow monitoring of investment restrictions, liquidation windows, investor entitlements, and multi-entity or multi-jurisdictional operations, helping organizations meet stringent regulatory requirements. PHIBRA SUITE also supports multi-company and international operations, centralizing data and standardizing workflows across branches or subsidiaries.
Pros & Cons
- Built specifically for the investment fund and asset‑management sector, giving strong domain alignment.
- Real‑time visibility and management capabilities across front, back, and risk functions improve decision‑making.
- Single‑database architecture and multi‑entity support help reduce complexity in fund groups.
- Strong risk and compliance functionality supports regulatory requirements and internal control.
- Supports scalability—multiple branches, companies, and countries—from a unified system.
- Comprehensive platform may be more complex than needed for smaller funds or simpler investment operations.
- Initial implementation and configuration of modules, as well as data migration, require significant effort and specialist resources.
- Primarily developed for the Brazilian market; organisations outside Brazil should verify localisation, regulatory support, and multi‑jurisdiction capabilities.
- Reliant on quality data and strong process design; technology alone will not deliver value without operational discipline.
Features
Key features
Provides tools for real‑time monitoring of assets, results by strategy/trader/operation, cash balances, and simulations.
Supports fund operations such as portfolio management, cash flow, costs/revenues, rebate tracking, performance, IR/IOF calculation, and multi‑entity/multi‑country accounting.
Manages constraints such as investment limits, liquidity risk, timing restrictions on subscriptions/redemptions.
Enables management of investor information, commercial/relationship management, multi‑company, multi‑branch, and multi‑country operations from a single database.
Additional features
All modules work from one data source, ensuring consistency and reduced duplication.
Supports several companies, branches, operations, and cash balances in various countries.
Enables tracking of strategies, traders, operational outcomes, and overall fund metrics in real time.
Provides risk measures such as VaR, average maturity, participation limits, liquidity controls, and monitoring.
Combines front‑office trade/input workflows with back‑office settlement, accounting, and distribution, improving operational efficiency.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About PHIBRA SUITE
PHIBRA SUITE is a software platform from Phibra that supports the management of complex data environments. It includes data integration, analytics, and visualization features so users can gain insights from their data. Designed for versatility, the platform helps organizations to efficiently handle vast amounts of information and make informed decisions. PHIBRA SUITE can be customized to fit specific organizational needs, allowing for scalability and flexibility in data handling. Key capabilities: data integration analytics visualization custom dashboards reporting tools Best for: enterprises that need effective data management solutions.
PHIBRA SUITE Details
PHIBRA SUITE's In-App Market Place
Does PHIBRA SUITE have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
BRL (R$)
Pros & Cons
- Built specifically for the investment fund and asset‑management sector, giving strong domain alignment.
- Real‑time visibility and management capabilities across front, back, and risk functions improve decision‑making.
- Single‑database architecture and multi‑entity support help reduce complexity in fund groups.
- Strong risk and compliance functionality supports regulatory requirements and internal control.
- Supports scalability—multiple branches, companies, and countries—from a unified system.
- Comprehensive platform may be more complex than needed for smaller funds or simpler investment operations.
- Initial implementation and configuration of modules, as well as data migration, require significant effort and specialist resources.
- Primarily developed for the Brazilian market; organisations outside Brazil should verify localisation, regulatory support, and multi‑jurisdiction capabilities.
- Reliant on quality data and strong process design; technology alone will not deliver value without operational discipline.
PHIBRA SUITE's Support Options
Email Address
sejaphibra@phibra.com.brContact
+55 11 4371-9544PHIBRA SUITE's Alternatives
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