{"id":8333,"date":"2021-07-21T15:55:39","date_gmt":"2021-07-21T15:55:39","guid":{"rendered":"https:\/\/www.techrules.com\/?p=8333"},"modified":"2021-07-21T16:40:42","modified_gmt":"2021-07-21T16:40:42","slug":"la-nueva-integracion-de-tower-con-los-paneles-interactivos-de-tableau","status":"publish","type":"post","link":"https:\/\/www.techrules.com\/es\/la-nueva-integracion-de-tower-con-los-paneles-interactivos-de-tableau\/","title":{"rendered":"La nueva integraci\u00f3n de Tower con los paneles interactivos de Tableau"},"content":{"rendered":"

En TechRules llevamos a\u00f1os trabajando para proveer constantemente a nuestros clientes de la mejor informaci\u00f3n integrada en \u00a0 nuestro software de gesti\u00f3n de patrimonios.<\/span><\/h2>\n

 <\/p>\n

Es por eso que hemos elegido tambi\u00e9n los paneles interactivos de Tableau para integrarlos con los datos de Tower, para presentar de una manera m\u00e1s eficiente y visual las cifras generales de negocio y su evoluci\u00f3n.<\/span><\/p>\n

 <\/p>\n

Contamos\u00a0 historias con datos<\/strong><\/p>\n

 <\/p>\n

Gracias a esta integraci\u00f3n de Tower<\/a> y Tableau podemos generar potentes informes y paneles que ayudan a interpretar mejor los datos y a que los usuarios puedan tomar mejores decisiones de inversi\u00f3n.\u00a0<\/span><\/p>\n

 <\/p>\n

Esta nueva uni\u00f3n Tower + Tableau permite:<\/p>\n

 <\/p>\n

– Combinar diferentes fuentes de datos para obtener anal\u00edticas de calidad<\/p>\n

– Crear visualizaciones de impacto de an\u00e1lisis de data com\u00fan que ayudar a ver y entender mejor los datos<\/p>\n

– Aplicar an\u00e1lisis predictivos para mejorar la toma de decisiones (por ejemplo, predecir y confirmar suposiciones de impacto financiero)<\/p>\n

– Identificar r\u00e1pidamente cu\u00e1les son las fortalezas y debilidades de\u00a0 negocio<\/p>\n

 <\/p>\n

Gracias a las tecnolog\u00edas usadas en esta simbiosis, tambi\u00e9n se puede extraer data de Tower usando APIs seguras<\/a> y la descarga eficiente de grandes cantidades de informaci\u00f3n gracias a la tecnolog\u00eda de Tableau.\u00a0<\/span><\/p>\n

 <\/p>\n

\"\"\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\"\"<\/p>\n

 <\/p>\n

Los usuarios de Tower siempre ganan cuando integramos nuestro software de gesti\u00f3n de patrimonios con soluciones especializadas que ofrecen diferentes perspectivas de negocio.<\/span><\/p>\n

 <\/p>\n

Este modelo puede soportar m\u00e1s datos y puede consolidar extractos que deben ser creados previamente de forma separada como extractos \u00fanicos. Esto tiene como objetivo crear y actualizar los extractos de forma m\u00e1s r\u00e1pida y ganar experiencia para hacer una mejor interpretaci\u00f3n de los datos usando diferentes fuentes.<\/p>\n

 <\/p>\n

Con los paneles de Tableau integrados con Tower se puede hacer seguimiento de muchas tareas:<\/span><\/p>\n

 <\/p>\n

Desde el punto de vista del manager, entre otras:<\/span><\/p>\n

 <\/p>\n

– AUMs del manager<\/span><\/p>\n

– Contribuciones \/ operaciones de acuerdo a cada regi\u00f3n<\/span><\/p>\n

– <\/span>Comisiones y gastos generadas por los clientes y el manager<\/span><\/p>\n

 <\/p>\n

Seguimiento de cartera:<\/span><\/p>\n

 <\/p>\n

– Distribuci\u00f3n de AUMs de acuerdo al asesor, categor\u00eda, pa\u00eds, perfil de riesgo, servicio de inversi\u00f3n (asesorado, discrecional, RTO), ISIN.<\/span><\/p>\n

– Variaci\u00f3n de los AUMs gestionados de acuerdo a las carteras por a\u00f1os.\u00a0<\/span><\/p>\n

– Volumen neto suscrito en cualquier fondo en cualquier regi\u00f3n.\u00a0<\/span><\/p>\n

 <\/p>\n

Para m\u00e1s informaci\u00f3n<\/a> sobre nuestras integraciones puedes hablar con uno de nuestros expertos que te mostrar\u00e1n las posibilidades de este software de gesti\u00f3n de patrimonio de \u00faltima generaci\u00f3n.\u00a0<\/span><\/p>\n

\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

En TechRules llevamos a\u00f1os trabajando para proveer constantemente a nuestros clientes de la mejor informaci\u00f3n integrada en \u00a0 nuestro software de gesti\u00f3n de patrimonios.   Es por eso que hemos elegido tambi\u00e9n los paneles interactivos de Tableau para integrarlos con los datos de Tower, para presentar de una manera m\u00e1s eficiente y visual las cifras […]<\/p>\n","protected":false},"author":2,"featured_media":8346,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-8333","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categorizar"],"acf":[],"yoast_head":"\r\nLa nueva integraci\u00f3n de Tower con los paneles interactivos de Tableau - TechRules<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.techrules.com\/integration-of-tower-with-tableaus-interactive-dashboards\/\" \/>\r\n<meta property=\"og:locale\" content=\"es_ES\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"La nueva integraci\u00f3n de Tower con los paneles interactivos de Tableau - 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