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The operating system
for investment management.

Consulting · Integration · Operations

AI as the default substrate. Data as the raw material. Applied where the operation compounds — not where it impresses.

We architect, connect and operate the infrastructure behind asset managers across LatAm and Europe. Built for the regulators you answer to — NCG 507, UAF, SBS, MiFID II. Run by operators who've closed a NAV. Every layer earns its place, or gets replaced.

  • Chile
  • Peru
  • Colombia
  • Mexico
  • Uruguay
  • Panama
  • Spain
Talk to an operator
Trusted by operators across LatAm
— What finnerve is

finnerve is an investment-management technology and operations firm — the only one in the region that advises, builds and operates the same stack. We help asset managers, wealth managers, family offices and financial institutions across Latin America and Europe modernize how they run: PMS and OMS platforms, data aggregation, AML/KYC, investment-operations BPO and tailored software. We pick what fits — finnerve platforms where they win, best-of-breed where they win. Agnostic by design, regulator-native, operated by people who’ve closed a NAV.

Consultants who deploy. Engineers who reconcile. Operators who file.

Who we serve
Asset & wealth managers, family offices and financial institutions.
Markets
Chile · Peru · Colombia · Brazil · Europe. London headquartered.
What we offer
PMS · OMS · data aggregation · AML/KYC · investor app · CRM · investment-operations BPO · custom software.
How we’re different
We operate the infrastructure, not just build it — agnostic about the tools, regulator-native by default, no vendor lock-in.
BRITech
Best-of-breed PMS we deploy when it’s the right fit — and our go-to-market partner in Brazil for finnerve solutions and services.
Founded by
Bruno Malca and Emmanuel Ermoire. Talk to us →
— Services

One practice. Not a portfolio of services.

Six disciplines, one firm — built around the only industry we operate in. From CMF Chile to FCA London, the advisors who design the architecture sit beside the engineers who build it and the operators who run it. Same firm. Same context. Same accountability.

Advisory

Strategy — consulting that survives operations.

Outcome

Decisions you can defend to your board — and execute the following Monday.

How

Regulatory gap analysis, software selection, IT strategy, and digital roadmaps — built by operators of the industry, not generalist consultants.

Read approach
NEW
AI & Automation

AI Agents — software that does the work, not the talking.

Outcome

Agents that take over the manual work — reading documents, reconciling data, catching exceptions. Our fastest went from brief to production in nine days and still runs.

How

We build agents that do a real job end to end and wire them into the systems you already run — governed to a standard your auditor signs, with an audit trail on every decision. Claude, GPT, open-source LLMs, computer vision, NLP.

See cases
Implementation

System Integration — agnostic by conviction, not convenience.

Outcome

The right platform, operational by go-live — owned by your team, defensible to your regulator.

How

Full-lifecycle implementation of the platform you run on — Pivolt, Addepar, BRITech, Geneva, Murex — plus the connectors and migrations that make it live.

View projects
SaaS Platforms

Technology — curated, not captive.

Outcome

A technology stack built around how you actually operate — not the one a vendor wants to sell you.

How

A managed portfolio of proprietary and third-party platforms — evaluated, integrated, and maintained for investment management.

See platforms
Managed Apps

Application Management — your solutions, our engineering cells.

Outcome

Custom platforms that stay ahead of your business — without distracting your technology team.

How

Dedicated agile cells for functional support, corrective and evolutionary maintenance. SLA-backed, sprint-driven.

How AMS works
Digital Operations

BPO — not outsourcing. Operated infrastructure.

Outcome

Three times the portfolios under management. The cost curve doesn't follow.

How

Middle and back-office run on automation by default — reconciliation, screening and reporting close on their own; operators take the exceptions the machine escalates. One shared infrastructure across every book we operate is why the next portfolio costs a fraction of a hire, not another headcount.

Inside the BPO
— Solutions

Seven products — one operating layer.

Each runs standalone and plugs into the custodians, brokers and platforms you already run. Together they reconcile, screen and report off one set of data — so the work stops being re-done at every handoff, and the operation compounds instead of resetting.

— 01
— PMS
Portfolio Management Live $30B AUM live

Real-time NAV across 10,000+ portfolios, multi-currency, reconciled daily off your custodians. Positions and ledgers that hold up line-by-line in audit.

NCG 507Multi-currency
— 02
— OMS
Order Management Live 247 routed today

OMS with the mandate checked before the order leaves the desk — FIX 4.4 routing, multi-PM block consolidation, 99.4% straight-through.

FIX 4.4Pre-trade ✓
— 03
— Data Aggregation
Data Aggregation Live T+0 7 feeds synced

One data layer across 80+ custodian, broker and market feeds — normalised to a single schema with provenance, reconciled same-day. Bloomberg, RiskAmerica, BCI in; REST + GraphQL out.

80+ feedsBloomberg
— 04
— AML / KYC
AML, KYC & Onboarding Live 4.2m median onboarding

Digital onboarding with eID and continuous PEP screening — UAF, SBS and MiFID II submissions that assemble from the record with no re-keying.

UAF N°62eID
— 05
— Investor App
Investor Mobile App Beta 1,247 MAU

White-label app for your investors — live positions read from portfolio, statements, secure messaging, biometric login. Your brand, your stores.

iOS · AndroidWhite-label
— 06
— CRM
CRM for Asset Managers Live 98 active mandates

Mandate flow and a true investor 360°, with Outlook and Gmail logging themselves to the right record. Reads your PMS, syncs your mailbox — no re-keying.

Mandate flowOutlook · Gmail
— 07
— Banker App
Banker Mobile App Beta in pilot

Your bankers' whole book in one app — every client, live portfolios read from the PMS, meeting prep and CRM logging from the phone. Their brand, their stores.

iOS · AndroidReads PMS + CRM
— Numbers

Numbers our clients — quietly notice.

Not vanity metrics. The operational telemetry figures IT and operations leads pull when auditing baseline efficiency against the legacy system.

10,000+
Portfolios operated

Live across Chile, Peru and Colombia — every one reconciled before the desk opens.

80%
Manual work removed, year one

Average first-year drop in manual regulatory data handling once AML/KYC and the CRM run the record.

99.9%
Reconciliation under SLA

End-of-day portfolio balance reconciliation and data feed integration under institutional SLA.

9d
AI Agents, fastest to production

Our fastest agent shipped in nine days; twelve weeks is the median. Anything longer becomes a project, not an experiment.

Operator to operator

Tell us what you’re — actually trying
to do.

A 30-minute call. We’ll understand your stack, your bottlenecks, and where Finnerve might fit. No deck, no pitch — operator to operator.

Conversation —

name

role · base

Tell us what you’re trying to do. Operator-to-operator — no deck, no pitch.