Personal Information
Organización/Lugar de trabajo
Madrid Area, Spain, 28223 Madrid Spain
Sector
Finance / Banking / Insurance
Sitio web
www.techrules.com
Acerca de
TechRules. Somos proveedores líderes de soluciones integrales de software y consultoría para entidades financieras. Más de 25 años aportando innovación en soluciones financieras.
Etiquetas
techrules
wealth management
financial advice
fund reporting
investment tools
portfolios
t-advisor
asset allocation
financial planning
rebalancing
model portfolios
investment proposals
t-report
data quality check tool
risk analytics
backtesting
investment objective
risk tolerance
investment proposals
model portfolio
fund factsheets
simulations
investment opportunities
risk analysis
commercial reports
portolio manager
crm
task and alerts
reporting
oportunidades de mercado
alternativas de inversión
market opportunities
investments alternative
portfolio management
risk aversion
wealth management tools
investment portfolios
asset allocations
investment ideas
investing
risk profile
retirement savings
investment objectives
insurance products
sale of savings
investment decisions
reporting tool
wealth reporting
templates
client information
afps' reporting
financial planning reporting
proposal reporting
report designer
portfolio reporting
portfolio optimization
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Presentaciones
(4)Documentos
(7)Personal Information
Organización/Lugar de trabajo
Madrid Area, Spain, 28223 Madrid Spain
Sector
Finance / Banking / Insurance
Sitio web
www.techrules.com
Acerca de
TechRules. Somos proveedores líderes de soluciones integrales de software y consultoría para entidades financieras. Más de 25 años aportando innovación en soluciones financieras.
Etiquetas
techrules
wealth management
financial advice
fund reporting
investment tools
portfolios
t-advisor
asset allocation
financial planning
rebalancing
model portfolios
investment proposals
t-report
data quality check tool
risk analytics
backtesting
investment objective
risk tolerance
investment proposals
model portfolio
fund factsheets
simulations
investment opportunities
risk analysis
commercial reports
portolio manager
crm
task and alerts
reporting
oportunidades de mercado
alternativas de inversión
market opportunities
investments alternative
portfolio management
risk aversion
wealth management tools
investment portfolios
asset allocations
investment ideas
investing
risk profile
retirement savings
investment objectives
insurance products
sale of savings
investment decisions
reporting tool
wealth reporting
templates
client information
afps' reporting
financial planning reporting
proposal reporting
report designer
portfolio reporting
portfolio optimization
Ver más