Jaime Bolívar´s interview: modular solutions for advisers and final customers

The Duomo Initiative interviews our Managing Director, Jaime Bolívar, who talks about how TechRules has provided knowledge and technology for more than 20 years in financial for all market segments, as private banking, retail banking and professional advisers. How the company has  enlarged its portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. In this video Bolívar talks about  how can you use very helpful tools  to create your own portfolios and monitor the main ratios just in a click.

 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules: working to be a “best practices” company

At TechRules we have been always looking for the wellbeing of our employees and trying to have a great work environment. But we also like to make a positive impact inside and outside the workplace and this is why we collaborate with some ONGs that just try to improve the quality of living of many […]

TechRules launches in Tower a new business generation module totally integrated

Tower, leading wealth management platform for advisors and financial entities, has developed a new module for campaign generation and business development, a new feature that allows advisers to reach many more clients in an easier and personalized way.   This new module has two principal functionalities: it can be used by an entity manager to […]