Digital transformation of financial advice. Today, financial technology (Fintech) is one of the fastest growing sectors in the industry and has revolutionised the world of finance. In the past, investing was “left” to the experts, this was due in part to the lack of visibility around charges, technical jargon and restricted access to…Details
Modular solutions for advisers and final customers
TechRules has provided knowledge and technology for more than 15 years in financial for all market segments, as private banking, retail banking and professional advisers. We have enlarged our portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. This video shows you how to create portfolios and monitor the main ratios just in a click.