Talking investing and portfolio management with Jaime Bolivar

Jaime explains his transition from trading to investing, the importance of portfolio management and what you can experience with T-Advisor.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules at the WealthTech Views Report: the data in wealth management

TechRules has been featured at the WealthTech Views Report, and in this ocassion we have been talking aboyt the importance of data in wealth management. The quality and cuantity of data is key for creating state of the art solutions for wealth management so advisors and customers can make the best decisions.