The modern techfin solution

Intelligence, management and automation for capital markets.

Finner connects originators, asset managers and fund administrators on a single platform — from origination to post-assignment. Automate processes, validate 100% of your portfolio and operate with end-to-end governance.

100%
of the portfolio validated — no sampling
+10
integrations with market participants
5
journey stages on a single platform
CVM 175
native compliance
The market challenge

Capital markets demand more than compliance.

They demand agility, scalability and intelligence.
Today, much of credit operations still run into five bottlenecks.

Manual, non-scalable connections

Asset managers connect to originators and fund administrators via email, spreadsheets and phone — with no traceability, no automation and no scale.

Partial, sample-based validation

Checking each asset individually is unfeasible. Sample-based analysis exposes the portfolio to risks left unidentified before purchase.

Risk taken on before the assignment

The purchase happens before full validation. The manager takes on the portfolio's risk without clarity about what they are buying.

Governance as a black box

Manual processes are hard to audit. Each step becomes a black box, with no way to trace decisions or evidence processes.

Portfolio without control or analysis

After the assignment, portfolio monitoring is fragmented across spreadsheets. There is no control, consolidated view or analysis to decide quickly.

01

Manual, non-scalable connections

Asset managers connect to originators and fund administrators via email, spreadsheets and phone — with no traceability, no automation and no scale.

02

Partial, sample-based validation

Checking each asset individually is unfeasible. Sample-based analysis exposes the portfolio to risks left unidentified before purchase.

03

Risk taken on before the assignment

The purchase happens before full validation. The manager takes on the portfolio's risk without clarity about what they are buying.

04

Governance as a black box

Manual processes are hard to audit. Each step becomes a black box, with no way to trace decisions or evidence processes.

05

Portfolio without control or analysis

After the assignment, portfolio monitoring is fragmented across spreadsheets. There is no control, consolidated view or analysis to decide quickly.

Finner eliminates these challenges, opening the way to new opportunities.

Ecosystem of solutions

One platform. The entire journey.

From origination to post-assignment, Finner integrates solutions at every stage of your operation — connecting partners, automating processes and ensuring end-to-end scalability and traceability.

01Origination
Assignor Onboarding with KYP
Credit Pipeline coming soon
02Pre-assignment
Eligibility Engine eligibility criteria
03Assignment
Veryfinner underlying-asset certification
Asset Registration CERC, Núclea and B3
Obligor Notification coming soon
04Post-assignment
Receivables Management
Finner Drive underlying-asset vault
05Servicing
Reconciliation
Collection
Finner Flow · automation pipeline
Finner Gateway · API Management
Products

Integrated solutions for every stage

Automation pipeline

Finner Flow

A more flexible and agile operation. Connect to the main players, search for and share underlying assets securely, and build automated approval workflows.

Discover Finner Flow
Pre-assignment

Eligibility Engine

Enforce your fund's policy at scale. Validate each assignment against the fund's rules automatically, before purchase.

Discover the Eligibility Engine
Post-assignment

Receivables Management

Track the portfolio's position, maturities and payments with a detailed view of each asset and its full history.

Discover Receivables Management
Underlying-asset vault

Finner Drive

Your operation's underlying-asset vault. Document organization and management with a navigable directory, access control and approval workflow.

Discover Finner Drive
The Integrity Passport

Certify the integrity and ownership of your underlying assets.

Veryfinner replaces sample-based auditing with rigorous technological validation across 100% of the portfolio. Each certified underlying asset earns an Integrity Passport — a verifiable identity with a certification manifest, a cryptographic hash embedded in the file and a tokenized record on a public network.

  • Verifiable identity

    The underlying asset carries its own proof. Just check the hash — integrity travels with the asset.

  • Full traceability

    Every event in the underlying asset's lifecycle is kept in an auditable log. Continuous oversight, with no friction.

  • Tokenization on a public network

    Certificates tokenized on a public blockchain: immutability, decentralized verification and permanence.

  • Simplified logistics

    Fewer files in motion, fewer scattered copies. Less risk surface and greater LGPD adherence.

Discover Veryfinner
Veryfinner Certificate — Integrity Passport
Connected to the market

Integrated with the leading players in capital markets.

Finner connects with registrars, administrators, banks and originators — so your operation flows without friction.

Our impact

More than a platform, we're a strategic partner.

With Finner, your operation becomes more connected, automated, scalable and intelligent — with greater control, security and efficiency in asset management.

Less

Cost

Fewer manual tasks and operational routines through intelligent automation.

More

Control

More precise, integrated management of your operation's assets.

More

Trust

Security for sensitive financial data and documents.

Less

Risk

Compliance with the sector's regulation — CVM 175.

Security & auditing

Operate with governance and traceability.

CVM 175 CVM 60 LGPD

Accelerate, optimize and scale your asset management right now.

Book a demo and see Finner in action.

Frequently asked questions

Your questions about Finner, answered

The essentials about the platform, underlying-asset certification and operating in capital markets.

Finner is an intelligence, management and automation ecosystem for capital markets. It connects originators, asset managers and fund administrators on a single platform — from origination to post-assignment — automating processes and ensuring end-to-end governance.

It is Finner's underlying-asset certification. Veryfinner replaces sample-based auditing with technological validation of 100% of the portfolio: each underlying asset receives a verifiable identity, with a cryptographic hash embedded in the file and a tokenized record on a public network.

The Eligibility Engine validates each assignment against the fund's rules before purchase, and Veryfinner verifies the documental integrity and ownership of each asset — with no sampling. This way the manager knows exactly what they are buying.

Finner connects with registrars, administrators, banks and originators: CERC, Núclea, B3, Vortx, Singulare, Planner, QI Tech, UY3, Giro.Tech, Celcoin and BMP, among others — so your operation flows without friction.

Yes. The platform has native compliance with CVM 175 and CVM 60, as well as adherence to the LGPD (Brazil's data protection law), with access management, micro-manageable profiles and auditable logs of processing, access and actions.

Finner protects operations with multi-factor authentication (MFA) and granular access control: users are organized into groups, with micro-managed profiles that define exactly what each person can see and do. This way you grant the least privilege necessary and maintain segregation of duties across the entire operation.

Every processing event, access and action is recorded in detailed, auditable logs — with author, date/time and context for each event. The entire lifecycle of the underlying asset is traceable end to end, enabling continuous oversight, accountability to regulators and frictionless investigation, with nothing becoming a black box.

For the entire capital markets ecosystem — sell side and buy side: FIDCs and asset managers, banks, originators, credit fintechs, securitization companies and fund administrators/custodians.

Book a demo with our team. In just a few steps your operation can validate portfolios, automate workflows and operate with end-to-end governance and traceability.