TechRules at the FIF 2019 in Brussels: The impact of AI in Robo Advisors | TechRules

The main benefit of Artificial Intelligence in Robo Advisors will be automation.

 

Jaime Bolivar, Managing Director at TechRules explains at the FIF 2019 the main benefit of using AI in the Wealth Management industry. This technology is fast becoming a priority in the digital transformation strategy for major firms, helping them to automate process. TechRules as technology provider is developing AI solutions that focus on Managing Risk, building a personalized Front Office experience and on the complete Asset Management process.

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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 […]