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.

 

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The Wealth Mosaic en colaboración con TechRules

The Wealth Mosaic, una de las fuentes de información más importantes a nivel internacional con  conocimiento de toda la industria de wealth management ha publicado su nuevo informe “Wealth Tech Views Report”, centrado en cómo las compañías utilizan la tecnología para interactuar con los clientes. En esta ocasión TechRules ha tenido el honor de ser […]

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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 […]

Entrevista a Jaime Bolívar: soluciones modulares para asesores y cliente final

The Duomo Initiative ha entrevistado a nuestro director, Jaime Bolívar, quien habla acerca de cómo TechRules ha proporcionado conocimiento y tecnología financiera durante más de 20 años en todos los segmentos del mercado, como en banca privada, banca minorista y para asesores profesionales. Cómo la compañía ha aumentado sus soluciones de cartera con T-Advisor y […]

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