Services for Financial Planners

Financial advisors in 2024

The advice model has changed in the United States and Europe. It is time to do it in Latin America too.

New model

Relations

Fee-Only

Buying products

Conflict free

Low cost investments

Transparent

Previous model

Transactions

Commissions

Selling products

Conflicts of interest

Expensive investments

Opaque

Financial planning

What will you receive when working with Nantas?

Certified professionals are responsible for the design, management and implementation of investment portfolios, also providing support for queries related to investments.

Backoffice team in charge of account openings, transfers, card requests and general support.

Our team will help you prepare financial plans for your clients, according to best practices and a proven methodology.


Access to reporting and management software for client portfolios with consolidation of different banks, advanced financial planning software and CRM software. Web portal for the client and advisor.

Nantas is an investment advisor regulated by the Central Bank of Uruguay. It allows us to advise clients inside and outside the country, complying with all the necessary regulations.

Your customer relationships will remain your property.

Access to Pershing, Interactive Brokers, Morgan Stanley and JP Morgan.

We want to free up your time and energy so you can spend it where you add the most value: helping your clients.

Are you interested in accessing more information?