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Advisory Agenda

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uuid002u7nl

Namestring
Advisory Agenda
Legal namestring
Agenda Assessoria Planejamento e Informática Ltda
Company typeenum
Private
Founded yearint
1994
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersCuiabá, Brazil
HQ citystring
Cuiabá
HQ countrystring
Brazil
HQ regionstring
Latin America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
pension management software, public sector payroll systems, actuarial advisory services, government compliance software, biometric census services
Industry2 codes
1Employer Retirement Plan Advisory (401(k)/Pension)
CodeFSAEABAEPrimaryYes
2Benefits Administration
CodeBPACAPACPrimaryNo
NAICS code2 codes
  • Insurance and Employee Benefit Funds5251
  • Pension Funds52511
SIC code2 codes
  • Services-Computer Programming, Data Processing, Etc.7370
  • Services-Engineering, Accounting, Research, Management8700
Product category
Government pension management software
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model5 records
1Software as a Service (SaaS) - Pension Management Systems
TypeSubscription Recurring
Description

Subscription-based access to proprietary web-based pension management software (Sisprev Web, Sisprev Contábil, Sisprev Transparência, Consig Prev, Agenda Folha, Agenda Social, Agenda Consig, Meu RPPS, Sisprev Gestor). Revenue derived from licensing the use of specialized RPPS management systems to municipal and state government pension entities.

agendaassessoria.com.br
2Professional Advisory Services
TypeProfessional Services
Description

Specialized advisory services including pension administration consulting, economic advisory for financial asset management, actuarial analysis for pension plan adequacy, and accounting advisory. Services include training, workshops, and ongoing consultation for RPPS implementation and legal compliance.

agendaassessoria.com.br
3Pension Census Services
TypeProfessional Services
Description

Field services for conducting comprehensive pension census with in-person data collection, biometric capture, and database migration. Includes recruitment and management of census teams with specialized equipment.

agendaassessoria.com.br
4Document Digitization Services
TypeProfessional Services
Description

Conversion of physical documents to electronic format using proprietary GED system with digital certification and OCR technology. Professional services for large-scale document digitization projects.

agendaassessoria.com.br
5Pension Auditing Services
TypeProfessional Services
Description

Administrative auditing services for permanent benefit processes, information recording, report generation, and technical opinions, leveraging 20+ years of market experience.

agendaassessoria.com.br
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Pricing details1 tier
1Small, medium, and large RPPS pricing tiers
ModelSubscriptionBilling cadenceMulti-year contract
Notes

Pricing based on RPPS size and complexity. Company serves small, medium, and large municipalities and states with adapted solutions.

agendaassessoria.com.br
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 10 records shown
1Sisprev Web
Description

Web-based software specialized for the management of Regimes Próprios de Previdência Social (RPPS)

agendaassessoria.com.br
+9 more records
Core offering1 text field

Agenda Assessoria provides proprietary web-based pension management software (Sisprev Web and integrated modules) for Brazilian Regimes Próprios de Previdência Social (RPPS), covering benefit administration, biometric registration, payroll, accounting, transparency, and credit consignation. The company complements its software with specialized professional advisory services including actuarial, economic, accounting, and legal consulting, as well as field services such as pension census, document digitization, pension auditing, and social security compensation for municipal and state government pension entities.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Agenda Assessoria offers a comprehensive platform-plus-modules architecture for Regimes Próprios de Previdência Social (RPPS) management. The core products include Sisprev Web (web-based pension management) and Consig Prev (credit consignation platform), supplemented by specialized modules including Sisprev Contábil (accounting), Sisprev Transparência (transparency portal), Sisprev Gestor (mobile management), Agenda Folha (payroll), Agenda Social (eSocial integration), Agenda Consig (payroll deductions), and Meu RPPS (insured mobile app). The portfolio also includes professional services such as Censo Previdenciário, Auditoria, Digitalização de Documentos, Compensação, and specialized advisory services covering pension, actuarial, economic, and accounting domains. The platform integrates with government systems including eSocial, SIRC, SIPREV Gestão, and Tribunal de Contas.

Product and service1 record
1Sisprev Web
Scale indicator7 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
1ABIPEM (Associação Brasileira de Instituições de Previdência Estaduais e Municipais)
Strategic tierCoreTypeGTM or Marketing PartnerAnnounced on2026-06-10
Description

ABIPEM is a national association representing state and municipal pension institutions. Agenda Assessoria participates as sponsor and speaker at ABIPEM events, including the 2026 National Congress in Natal/RN. The partnership provides thought leadership opportunities and market visibility through conference presentations by company directors such as Carlos Esteves and Élida Jerônimo.

agendaassessoria.com.br
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2026-04-17
Description

Consulting firm providing psychological services and corporate training for Agenda Assessoria's internal programs including Academia de Líderes (Leadership Academy) and employee wellness initiatives.

3Thomas Brieu
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2026-03-27
Description

Writer and professor who conducted 'Escutatória' workshop on active listening for Agenda Assessoria's Leadership Academy program.

agendaassessoria.com.br
4ASSIMPASC (Associação dos Institutos de Previdência de Santa Catarina)
Strategic tierMinorTypeGTM or Marketing PartnerAnnounced on2026-03-04
Description

Partnership through joint congress organization - 8th Brazilian Congress of RPPS Investments held in conjunction with ASSIMPASC in Florianopolis/SC, attracting over 1,400 participants.

agendaassessoria.com.br
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers6 records
TypeBroad incumbent
Description

Brazil's largest enterprise software company, with broad public-sector, HR, and government offerings that overlap with Agenda Assessoria's RPPS, payroll, and accounting modules. TOTVS is a broader incumbent rather than a specialist, but competes for the same government wallet.

2Senior
TypeBroad incumbent
Description

Major Brazilian HCM and public-sector software vendor offering payroll, benefits administration, and government solutions that overlap with Agenda Folha, Sisprev Contábil, and RPPS-adjacent use cases.

TypeDirect peer
Description

Brazilian software company with public-sector and government solutions that compete with Agenda Assessoria's municipal and RPPS software portfolio, particularly in the state-government segment.

TypeDirect peer
Description

Brazilian public-sector software company providing municipal and pension management systems. Competes head-to-head with Agenda Assessoria in the RPPS segment, particularly among medium and large municipalities.

TypeDirect peer
Description

Brazilian software vendor focused on municipal public administration, including HR, payroll, and treasury modules that overlap with Agenda Assessoria's accounting and payroll offerings.

TypeDirect peer
Description

Brazilian public-sector technology vendor that sells municipal management software, including solutions targeting RPPS regimes. Directly competes with Agenda Assessoria for the same municipal pension fund customers.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration7 records

Each record includes

Title, Type, Description, Source

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature10 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Advisory Agenda

Government pension management softwareagendaassessoria.com.br

Advisory Agenda firmographics

Firmographics
Name
Advisory Agenda
Legal name
Agenda Assessoria Planejamento e Informática Ltda
Website
https://agendaassessoria.com.br
Company type
Private
Founded year
1994
Operating status
Operating
Headcount range
251–500 employees
Ownership category
akta.pro rank

Advisory Agenda industry classification

Industry
Product category
Government pension management software
NAICS
Insurance and Employee Benefit Funds (5251), Pension Funds (52511)
SIC
Services-Computer Programming, Data Processing, Etc. (7370), Services-Engineering, Accounting, Research, Management (8700)
akta.pro primary industry
Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
akta.pro secondary industry
Benefits Administration (BPACAPAC)

Keywords

  • Pension management software
  • Public sector payroll systems
  • Actuarial advisory services
  • Government compliance software
  • Biometric census services

Where Advisory Agenda is headquartered

Location

Headquarters

HQ city
Cuiabá
HQ country
Brazil
HQ region
Latin America

Offices3 records

Markets served

Advisory Agenda business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Software as a Service (SaaS) - Pension Management Systems: Subscription-based access to proprietary web-based pension management software (Sisprev Web, Sisprev Contábil, Sisprev Transparência, Consig Prev, Agenda Folha, Agenda Social, Agenda Consig, Meu RPPS, Sisprev Gestor). Revenue derived from licensing the use of specialized RPPS management systems to municipal and state government pension entities.
  2. Professional Advisory Services: Specialized advisory services including pension administration consulting, economic advisory for financial asset management, actuarial analysis for pension plan adequacy, and accounting advisory. Services include training, workshops, and ongoing consultation for RPPS implementation and legal compliance.
  3. Pension Census Services: Field services for conducting comprehensive pension census with in-person data collection, biometric capture, and database migration. Includes recruitment and management of census teams with specialized equipment.
  4. Document Digitization Services: Conversion of physical documents to electronic format using proprietary GED system with digital certification and OCR technology. Professional services for large-scale document digitization projects.
  5. Pension Auditing Services: Administrative auditing services for permanent benefit processes, information recording, report generation, and technical opinions, leveraging 20+ years of market experience.

Pricing tiers

ModelBillingPrice
SubscriptionMulti-year contractSmall, medium, and large RPPS pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Advisory Agenda product offering

Product offering

Core offering

Agenda Assessoria provides proprietary web-based pension management software (Sisprev Web and integrated modules) for Brazilian Regimes Próprios de Previdência Social (RPPS), covering benefit administration, biometric registration, payroll, accounting, transparency, and credit consignation. The company complements its software with specialized professional advisory services including actuarial, economic, accounting, and legal consulting, as well as field services such as pension census, document digitization, pension auditing, and social security compensation for municipal and state government pension entities.

Product overview

Agenda Assessoria offers a comprehensive platform-plus-modules architecture for Regimes Próprios de Previdência Social (RPPS) management. The core products include Sisprev Web (web-based pension management) and Consig Prev (credit consignation platform), supplemented by specialized modules including Sisprev Contábil (accounting), Sisprev Transparência (transparency portal), Sisprev Gestor (mobile management), Agenda Folha (payroll), Agenda Social (eSocial integration), Agenda Consig (payroll deductions), and Meu RPPS (insured mobile app). The portfolio also includes professional services such as Censo Previdenciário, Auditoria, Digitalização de Documentos, Compensação, and specialized advisory services covering pension, actuarial, economic, and accounting domains. The platform integrates with government systems including eSocial, SIRC, SIPREV Gestão, and Tribunal de Contas.

Differentiator

Problem solved

Functional benefit

Brands

  • Sisprev Web: Web-based software specialized for the management of Regimes Próprios de Previdência Social (RPPS)
  • Sisprev Contábil
  • Sisprev Transparência
  • Consig Prev
  • Agenda Consig
  • Meu RPPS
  • Sisprev Gestor
  • Agenda Folha
  • Agenda Social
  • Censo Previdenciário

Products and services

  • Sisprev Web

Companies that use Advisory Agenda

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Advisory Agenda technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability4 records

Feature10 records

Advisory Agenda partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

  • ABIPEM (Associação Brasileira de Instituições de Previdência Estaduais e Municipais)coreGTM or Marketing Partner · 10 June 2026ABIPEM is a national association representing state and municipal pension institutions. Agenda Assessoria participates as sponsor and speaker at ABIPEM events, including the 2026 National Congress in Natal/RN. The partnership provides thought leadership opportunities and market visibility through conference presentations by company directors such as Carlos Esteves and Élida Jerônimo.
  • Pizzatto ConsultoriaminorStrategic or Co-development Partner · 17 April 2026Consulting firm providing psychological services and corporate training for Agenda Assessoria's internal programs including Academia de Líderes (Leadership Academy) and employee wellness initiatives.
  • Thomas BrieuminorStrategic or Co-development Partner · 27 March 2026Writer and professor who conducted 'Escutatória' workshop on active listening for Agenda Assessoria's Leadership Academy program.
  • ASSIMPASC (Associação dos Institutos de Previdência de Santa Catarina)minorGTM or Marketing Partner · 4 March 2026Partnership through joint congress organization - 8th Brazilian Congress of RPPS Investments held in conjunction with ASSIMPASC in Florianopolis/SC, attracting over 1,400 participants.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Advisory Agenda competitors and assessment

Company assessment

Broad incumbents

  • TOTVS: Brazil's largest enterprise software company, with broad public-sector, HR, and government offerings that overlap with Agenda Assessoria's RPPS, payroll, and accounting modules. TOTVS is a broader incumbent rather than a specialist, but competes for the same government wallet.
  • Senior: Major Brazilian HCM and public-sector software vendor offering payroll, benefits administration, and government solutions that overlap with Agenda Folha, Sisprev Contábil, and RPPS-adjacent use cases.

Direct peers

  • DB1 Global Software: Brazilian software company with public-sector and government solutions that compete with Agenda Assessoria's municipal and RPPS software portfolio, particularly in the state-government segment.
  • Fiorilli Software: Brazilian public-sector software company providing municipal and pension management systems. Competes head-to-head with Agenda Assessoria in the RPPS segment, particularly among medium and large municipalities.
  • Betha Sistemas: Brazilian software vendor focused on municipal public administration, including HR, payroll, and treasury modules that overlap with Agenda Assessoria's accounting and payroll offerings.
  • IPM Sistemas: Brazilian public-sector technology vendor that sells municipal management software, including solutions targeting RPPS regimes. Directly competes with Agenda Assessoria for the same municipal pension fund customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

Advisory Agenda social profiles

Digital presence

Advisory Agenda financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Advisory Agenda leadership team

Management profile

Number of profiles

Profiles6 records

Advisory Agenda funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Advisory Agenda M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advisory Agenda

What does Advisory Agenda do?

Agenda Assessoria provides proprietary web-based pension management software (Sisprev Web and integrated modules) for Brazilian Regimes Próprios de Previdência Social (RPPS), covering benefit administration, biometric registration, payroll, accounting, transparency, and credit consignation. The company complements its software with specialized professional advisory services including actuarial, economic, accounting, and legal consulting, as well as field services such as pension census, document digitization, pension auditing, and social security compensation for municipal and state government pension entities.

Is Advisory Agenda a public or private company?

Advisory Agenda is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Advisory Agenda founded?

Advisory Agenda was founded in 1994. It employs 251 to 500 people.

Where is Advisory Agenda based?

Advisory Agenda is headquartered in Cuiabá, Brazil, in the Latin America region.

How does Advisory Agenda make money?

Five revenue lines are on record. Software as a Service (SaaS) - Pension Management Systems are the primary driver. The others are professional Advisory Services, pension Census Services, document Digitization Services and pension Auditing Services.

Who are Advisory Agenda's main competitors?

Broad incumbents on record are TOTVS and Senior. Direct peers are DB1 Global Software, Fiorilli Software, Betha Sistemas and IPM Sistemas.

Does Advisory Agenda have an API?

No public API is recorded for Advisory Agenda.

What industry is Advisory Agenda in?

Advisory Agenda's product category is Government pension management software. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of BPACAPAC, Benefits Administration. Its NAICS code is 5251 and its SIC code is 7370.

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