Personal Information
Entreprise/Lieu de travail
Madrid Area, Spain, 28223 Madrid Spain
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.techrules.com
À propos
TechRules. Somos proveedores líderes de soluciones integrales de software y consultoría para entidades financieras. Más de 25 años aportando innovación en soluciones financieras.
Mots-clés
techrules
financial advice
wealth management
fund reporting
t-advisor
portfolios
investment tools
t-report
asset allocation
financial planning
rebalancing
model portfolios
investment proposals
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
data quality check tool
risk analytics
backtesting
investment objective
risk tolerance
investment proposals
model portfolio
simulations
investment opportunities
risk analysis
commercial reports
portolio manager
crm
task and alerts
reporting
fund factsheets
Tout plus
Présentations
(4)Documents
(7)Personal Information
Entreprise/Lieu de travail
Madrid Area, Spain, 28223 Madrid Spain
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.techrules.com
À propos
TechRules. Somos proveedores líderes de soluciones integrales de software y consultoría para entidades financieras. Más de 25 años aportando innovación en soluciones financieras.
Mots-clés
techrules
financial advice
wealth management
fund reporting
t-advisor
portfolios
investment tools
t-report
asset allocation
financial planning
rebalancing
model portfolios
investment proposals
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
data quality check tool
risk analytics
backtesting
investment objective
risk tolerance
investment proposals
model portfolio
simulations
investment opportunities
risk analysis
commercial reports
portolio manager
crm
task and alerts
reporting
fund factsheets
Tout plus