Gorila provides a portfolio management platform that integrates client transaction data with market information to calculate portfolio positions and performance metrics. This technology enables financial institutions and investment advisors to efficiently manage client investments and generate customized reports, enhancing client engagement and operational scalability.
Funding
$34.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions and investment advisors face challenges in efficiently consolidating client transaction data from various sources to accurately calculate portfolio positions and performance metrics. This often leads to manual processes, data inconsistencies, and difficulties in generating customized reports for clients.
Solution
Gorila provides a portfolio management platform that automates the aggregation of client transaction data with market information, enabling accurate calculation of portfolio positions and performance metrics. The platform integrates with multiple data sources, including Open Finance APIs, brokerages, B3 (Brazilian stock exchange), transaction spreadsheets, and brokerage notes. Gorila's technology allows financial institutions to develop custom applications and reports tailored to their specific business needs, enhancing client engagement and operational scalability. The platform also offers a ready-to-use interface with dashboards, reports, and an Excel add-in for portfolio monitoring.
Target Audience
Gorila's primary customers include financial institutions (payment institutions, brokerages, fintechs, banks, insurance companies), investment advisors, multi-family offices, and investment consultancies.
Features
- Integration with Open Finance APIs, brokerages, B3, transaction spreadsheets, and brokerage notes for comprehensive data aggregation.
- Automated calculation of portfolio positions and performance metrics using market data, such as prices and corporate events.
- API (GorilaCORE) for building custom applications and reports.
- Excel add-in for creating and updating spreadsheets with portfolio information.
- PDF report generation with performance metrics and benchmarks.
- Ready-to-use platform (GorilaPRO) with dashboards and reports for portfolio monitoring.
- Advanced news terminal (GorilaFLOW) with personalized dashboards.