Jaime explains his transition from trading to investing, the importance of portfolio management and what you can experience with T-Advisor.
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.