The ‘fintech’ that gives powers to private bankers

Cinco Días highlights both in its paper edition from February 3rd and in its digital version, the great utility of TheLogicValue for private banking advisors.

Our CEO, Lorenzo Garcia, explains we want to be essential in the daily life of the private banking advisor since, “Banking employees need to have proper training and specialization, as well as the necessary tools to generate simulations from which the advisor and customer can see what will happen to the portfolio depending on the chosen scenarios.”

Lorenzo also highlights that, “We are innovating so that our solution is unique in respect to how we resolve and ensure compliance with the new standards, for example, it will allow total traceability of the consultation.”

Traceability makes TheLogicValue the perfect partner for the advisor when it comes to complying with the requirements imposed by the European directive (MiFID II) which will come into effect in January 2018.