Excent Capital: Supporting The Growth Of LATAM Advisors

The wealth management industry in Latin America is expanding rapidly due to stronger economies and a growing number of affluent individuals. Analysts predict that by 2025, the market could manage around USD 1.21 trillion in assets, with potential growth to USD 1.36 trillion by 2030.
This growth presents opportunities and challenges for financial advisors in the region. Recognizing this, Excent Capital has developed an Introducing Broker (IB) program designed specifically to support advisors through efficient processes, advanced technology, localized assistance, and transparent commissions.

Efficient Client Onboarding

Excent Capital has streamlined the client onboarding process, significantly reducing the time advisors and clients spend on registration and compliance checks. The online process usually takes only minutes and rarely exceeds 24 hours. This efficiency helps advisors focus more on serving clients and less on administrative tasks.
Becoming an IB partner involves a straightforward online application and due diligence process. As a regulated financial services firm with offices in financial hubs such as London, São Paulo, Mexico City, and Seychelles, Excent provides additional confidence for advisors operating in complex regulatory environments.

Localized Support

Excent Capital maintains a physical presence in key Latin American markets, including Mexico and Brazil. These local offices enable Excent to better understand regional market dynamics and provide tailored support in Spanish and Portuguese.
Support services are available through various communication channels, including phone, email, live chat, and WhatsApp. Notably, WhatsApp communication is handled personally by Excent's retail team members rather than automated systems. Additionally, Excent welcomes advisors to utilize its office spaces for client meetings, emphasizing a collaborative approach to supporting local advisors.

Advanced Technological Tools

Excent’s IB program is strongly supported by investment in advanced trading technology. Through a partnership with Acuity Trading, Excent provides advisors and their clients access to sophisticated analytics, automated news interpretations, and trading signals typically used by institutional investors.
Furthermore, Excent offers a comprehensive CRM system that simplifies client management tasks. Advisors can easily track client activities, manage communications, and handle commission calculations, allowing more focus on strategic client management.

Transparent Commission Structure

Excent adopts a clear and transparent commission model, offering a fixed rebate of USD 10 per traded lot for all IB partners, regardless of their trading volume or client base size. This structure promotes fairness and removes complexities associated with typical tiered commission models.
Advisors receive monthly commission payments, with earnings tracked via Excent’s online portal.
Additionally, Excent provides marketing resources and periodic incentives to help advisors expand their client base and increase engagement. Advisors also have opportunities to onboard sub-brokers, creating additional revenue streams.

Navigating Regional Challenges

Financial advisors in Latin America face numerous challenges, such as unclear regulatory frameworks, limited technological infrastructure, and economic instability. Excent Capital addresses these issues by providing a structured, compliant environment that includes robust technology and region-specific market expertise.
Excent emphasizes equal support for all advisors, whether experienced industry professionals or new market entrants. This fair and empowering approach ensures every advisor has the resources and support they need to succeed.

Excent Capital’s IB program provides Latin American financial advisors with practical tools and support, addressing industry-specific challenges and facilitating sustainable growth. With efficient processes, advanced technology, local market expertise, and a transparent commission system, Excent positions advisors to thrive in the rapidly growing regional wealth management industry.