Jaime Bolívar: designing an engaging experience with technology

In this video, the Managing Director of TechRules, Jaime Bolívar talks about how to build technology for wealth management clients and how is the fintech market growing right now.

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WEALTH MANAGEMENT TRENDS IN 2023

The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]

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 […]