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

By TechRules

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

Related Posts

Pongamos a trabajar los datos, nuestro mejor aliado en gestión patrimonial

By TechRules

Hoy en día las entidades financieras, cada vez más globalizadas, se enfrentan a todo tipo de retos y, es entonces cuando los inmensos volúmenes de datos que gestionan cobran un protagonismo crucial ya que sólo cuando transforman esa información en conocimiento consiguen aliviar el complicado panorama en el que se encuentran.   Algunos de los […]

Tower Demo. Comprehensive solution for Wealth Management

By TechRules

Tower is a 360º digital platform for advisory services, discretionary management and execution, as well as an end customer portal.   Among its most important features we can highlight its robust portfolio manager, alerts and monitors, customisable investment proposals as well as portfolio reports, financial planning, administration module and model portfolios, in order to have […]

WEALTH MANAGEMENT TRENDS IN 2023

By TechRules

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 […]