Introducing TechRules, by the Wealth Mosaic

The Wealth Mosaic, one of the most powerful resources of information and knowledge for the global wealth management industry, has published its new Wealth Tech Views Report, focused on how companies use technology to engage with clients, and in this opportunity TechRules has had the honour to be featured among the most influent teams of the moment.

 

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Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]