Calastone, the largest global funds network, today announces the addition of fund administrator Planner Investimentos to its network. With access to Calastone’s network, Planner can streamline fund transactions between trading counterparties, reduce manual processes, improve operational efficiency and enhance their client service.
By partnering with Calastone, Planner is revolutionising transaction processing for fund managers and distributors, ensuring seamless automation and enhanced efficiency. Calastone’s network enables full interoperability across preferred electronic formats, eliminating the need for complex custom integrations. This not only streamlines operations and reduces friction but also empowers Planner to scale effortlessly, supporting the dynamic growth of Brazil’s investment market.
Calastone continues to expand its presence in Brazil, strengthening its leadership in the digital transformation of Brazil’s asset management industry. Following the successful onboarding of JP Morgan, Mirae, as well as the recent addition of Vórtx and Planner, the company’s momentum highlights the growing demand for automation and interoperability in fund transactions.
Nelson Pereira, Calastone’s Head of Brazil, comments:
“We’re delighted to welcome Planner to the Calastone network. Their decision to join us marks an exciting step in the digital transformation of Brazil’s fund industry. With our automated infrastructure, Planner can simplify transactions, reduce risk, and scale more efficiently, while our operational support and business continuity measures provide firms with the confidence that their transactions are secure and uninterrupted. As more firms embrace automation, the industry is moving towards a smarter, more connected, and efficient future.”
Carlo Arnaldo, Founding Partner at Planner, comments:
“In today’s evolving investment landscape, seamless automation is more important than ever. By joining Calastone’s network, we are making fund transactions less complex, and more transparent for our clients. This step strengthens our ability to support Brazil’s investment ecosystem as it continues to modernise and grow.”
