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
Model Portfolios Services
Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage......
business needs
view solutionTechRules Fund Solutions
Flexibility and adaptation to legal requirements in fund factsheet generation. Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system......
business needs
view solutionTechRules Investment Tools
1. Build Portfolio manager Improve your investments with our advanced financial tool. T-report The high-quality analysis of any holding. Investment planner Seven different goals to meet you investment objectives. Optimiser A professional feature to improve the portfolio performance. 2. Monitor Portfolio watchlist Create your own list of different assets. Alerts Receive relevant notifications on your positions. 3. Find Investment opportunities Discover a selection of interesting securities......
business needs
view solutionTower
Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and clients bringing confidence and retaining......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
