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TechRules' webinar: latest communication technologies in wealth management, onboarding and robo-advisor

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Leading digital transformation in wealth and asset management

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Tower

Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to...

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by TechRules
| 04/04/2021 12:00:00

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

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