11/11/2019 | By: Raul Tortima

Robo-Advisors and its expectations

Neither one thing nor the other - this new approach has the potential to change the landscape of investment management, but still has a long way to go to one day equate to a full-service consulting.

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  • Robo-Advisors and its expectations

    By: Raul Tortima

    Neither one thing nor the other - this new approach has the potential to change the landscape of investment management, but still has a long way to go to one day equate to a full-service consulting.

    Read more →
  • Considerations on stocks

    By: Raul Tortima

    Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock, the truth is that both fundamental and technical analysis can provide interesting tools, depending on the goal sought.

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  • Modeling a system for managing options

    01/11/2019 By: Raul Tortima

    There is no doubt about the importance of technology in the world of finance. In some cases, the lack of automated controls makes it impossible to implement the operation, such as the setting up of strategies with options, in particular those that every investor should at least know.

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  • We’re reconciled. Why Is My Performance Wrong?

    By: Raul Tortima

    The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone familiar with reconciling position quantities in the firm’s accounting system to custodian records understands the process, and that’s part of the problem.

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  • BRITech expands its distribution franchise channel and reaches Latin America

    30/09/2019 By: Yuryi Ferber

    In mid-2018, BRITech made a selective process to expand its distribution channel and reach Latin America (Chile, Colombia, Mexico and Peru). After a few months, it struck a deal with Finnerve to offer BRITECH's Wealth Management software products.

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