The main theme of this article is investment offices, a market that is growing exponentially in Brazil, and business intelligence, which consists of a set of technologies and practices that help companies to perform the collection, analysis and visualization of data in order to maximize efficiency in decision making. This article aims to analyze the effects of BI in investment offices through bibliographic research to build the theory and the case study for the collection of primary data for a better understanding of how processes occur in the company and how BI affects this process. As a result of this analysis, it was observed that, in fact, BI, as it was raised in the bibliographic research, is essential in investment offices, both for data collection, analysis and visualization to assist in decision making in a more assertive way, in relation to the investment office interviewed it was raised that BI is present in practically all processes and departments, however it was also observed that there are departments where the use of BI is not so present, This is a point to be evaluated by the investment office. In general terms, the company actually uses BI, having this resource as essential for decision-making, which in addition to corroborating the propositions made together with the theory, also evidences the professionalism of the investment office in relation to the theme of this study.