TechRules

HQ Address

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

Website Address

www.techrules.com

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

04/01/2022

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......

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

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

04/04/2021

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

15/10/2020

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

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

07/06/2020

Welcome to the digital revolution of TechRules

24/04/2020

Welcome to TechRules

08/04/2020

WealthBriefing Swiss Awards 2020 winners; interview with TechRules

24/02/2020

TechRules at the Global WealthTech Summit

Investment Platforms & Tools

16/12/2019

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.

Customers

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

Key Data

Year founded
1999
employees
51-200
offices
7
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices

TechRules Solutions

Tower

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
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Gear Investments

Personal design A flexible platform to develop your own robo-advisor business line. Full compliance An adaptable solution to comply with all corporate and legal requirements. New business line A way to satisfy an increasing demand from self-directed investors. Easy integration An easy-to-integrate structure with your custodian and operative entity Step into the Robo-Advisor world with us Get an ally......

business needs
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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
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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
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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
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