TechRules´ Webinar: latest communication technologies in Wealth Management, Onboarding and Robo-Advisor

In this video, the Managing Director of TechRules, Jaime Bolívar talks about latest communication technologies in Wealth Managment, Onboarding and Robo Advisor, and how newest technologies can help advisers to improve KPIs and promote products with automated financial planning.

 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]

Blockchain: the financial market revolution

The main consequence of the huge impact of new technologies on the financial sector has been the desintermediation. Today we are  welcoming crypto assets, a new way of investment that comes together with the blockchain.    T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools […]

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 […]