TechRules
HQ Address
Calle Cáceres, 2 – 28223 Pozuelo de Alarcón, Madrid, Spain
Website Address
Business introduction
A WealthTech focused company
Digital transformation and wealth management solutions: your global WealthTech reference
TechRules offers a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers, IFAs and family offices, also provides financial consulting and outsourcing services.
Cutting-edge WealthTech technology
Our sophisticated online solutions enable clients to scale their business and to build strong business relationships with their customers. In so doing, they improve their results while always complying with local regulations.
TechRules Solutions
DIY Investors
A full overview of the market and your portfolios TechRules proprietary algorithms, risk-analyses and backward/forward testing, will help your clients to get an up-to-date and accurate portfolio overview at their fingertips. Create your advanced toolbox with performance, risk- and market- data analysis with a user-friendly design to help your customers make better investment......
business needs
view solutionModel Portfolios Services
Welcome to the innovation in the portfolio investment process Leverage the power of our expertise in disruptive technologies applied to finance to build robust investment processes and create risk-well-adjusted model portfolios. Data transformation Making your ML Project work with quality dealt data. Market analytics Having an informed glance at the market from traditional and advanced......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Robo Advisor
There is no time to waste in slow executions or unsuccessful solutions. Having a well structured investment platform will attract every kind of investor as the investment experience gets easier and more exciting. Choose the modules you need, from a complete digital onboarding to a perfectly developed goal based planning......
business needs
view solutionTechRules Fund Solutions
Adaptability to platforms and local requirements Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process. Fund Fact-sheet automation Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process. High level of customisation Focus on your customer by automating the production and delivery process of your fund......
business needs
- Business Process Management & Outsourcing
- Portfolio & Wealth Management Systems
- Trading & Back Office
Tower
The complete life-cycle for financial advice Empower your advisors with our digital tools and get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between your professionals of the financial industry and your clients, increasing transparency and loyalty. Strategies and model portfolio Design your......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
