HQ Address

Calle Cáceres, 2, 28223 Pozuelo de Alarcón, Madrid, Spain

Website Address

Connect with TechRules
Business introduction

Leading digital transformation in wealth and asset management

TechRules is a leading consultancy, asset and wealth management solutions provider for financial entities. We develop modular and APIfied solutions to solve specific customers' demands

TechRules is a leading wealth and asset management software provider. 

We develop modular and scalable solutions to solve specific customers' needs. Our core has always been technology, thats why we have built a series of advanced algorithms using Artificial Inteligence and Machine Learning that combine efficiency, flexibility and compliance. Our modular solutions can be deployed as stand-alone APIs or as part of an integrated wealth or asset management platform.

Using our knowledge and experience, we support our clients across the digital lifecycle - from working to define their digital strategy to designing and building their online and mobile presence.

State-of-the-art APIs for integrating great amounts of data

Data Feeds & Information Sources, Data Management & Analysis, Technology Strategy & Consulting


Attractive and well designed platforms are important for generating great wealth management solutions, but without qualified and perfectly filtered data, the project is not going to be robust. In this......

Tower demo: comprehensive solution for wealth management

Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing


State-of-the-art APIs for integrating great amounts of data

Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems


TechRules' webinar: latest communication technologies in wealth management, onboarding and robo-advisor

Business Process Management & Outsourcing, Client Onboarding & Identity Verification, Digital (Robo) Investing


TechRules at the 2nd edition of the Nordics Digital Transformation in Banking Summit

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting


Jaime Bolívar´s interview: modular solutions for advisers and final customers

Digital (Robo) Investing, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems


Welcome to the digital revolution of TechRules


Welcome to TechRules


WealthBriefing Swiss Awards 2020 winners; interview with TechRules


TechRules at the Global WealthTech Summit

Investment Platforms & Tools


Business Overview

We provide wealthtech expertise for business automation in financial entities. Our modular and apified systems enriched with AI solve a wide range of specific demands according to regulatory requirements.


We strengthen your business and work alongside asset managers, private banking, banking personal, retail banking, family offices, advisers, fintechs

Key Data

Year founded
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices

TechRules Solutions


Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to......

business needs
Client type
client geography presence
view solution

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 solution

TechRules 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 solution

TechRules 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 solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.