TechRules - Investment Proposals
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Techrules provides a comprehensive advisory tool for financial advisors to create personalized investment proposals based on clients' needs and risk profiles. The system includes a risk evaluation questionnaire, multiproduct strategies, and an integral dashboard for managing client information and sales activity. By enhancing the quality of reports and compliance with regulatory requirements, the tool aims to improve the success rate of investment proposals.
TechRules - Investment Proposals
- 1. Investment Proposals TechRules Investment Proposals In a vast and changeable market of financial products, designing portfolios adequate to the clients’ requirements and needs should be supported by a solid advisory tool. Financial advisors should count with complete and versatile solutions that enable them to create investment proposals tailored to their clients’ needs. Assessing the client’s risk tolerance, identifying the investment objective and presenting a complete report of the proposal are necessary tasks in the advisory process. Fixed Income Fixed I Equity Deri Derivatives Alte Alternative Investments Inves Money Market Advantages of TechRules Investment Proposals Risk evaluation questionnaire to obtain the client’s risk profile Personalize the risk questionnaire Develop and manage different multiproduct and multicurrency investment strategies Consider the future long term results and show each strategy’s probability of success Modify the original proposal and compare the changes before making the proposal Personalize the content and the format of the proposal report based on a wide range of possibilities Integral dashboard for the commercial activity carried out Enables integration either via web services and through Tower platform Easy to use, with a minimum training and an operative support
- 2. Investment Proposals Financial advisors should easily reach well-founded proposals based on the different existing possibilities that offer the best guarantee of success. To give always an appropriate financial advice, TechRules Investment Proposals offers a centralized system to obtain a client’s profile and develop personalized investment proposals taking into account multiple limitations (commercial, client, financial, fiscal, etc). Manage potential clients demonstrating the high level of service that you already offer to existing clients. Through a fast and simple process achieve a result which is both professional and easy to understand. TechRules Investment Proposals makes it possible. Increase your sales by increasing the success percentage of its proposals, through the development of high quality and personalized reports you will be able to deliver the most appropria information for each investment appropriate proposal. You will have access to a dashboard containing all the relevant information of the commercial activity in conducted by an advisor or group of financial advisors. Comply with the regulatory requirements from the processes’ poi of view and when reporting on the point commercial activity conducted by the institution. Spain T. (+34) 91.357.39.00 marketing@techrules.com www.techrules.com