blogs
Client Communications & Reporting
Digital Platforms & Tools
23rd March 2023
1. Digital solutions focused on the end client
Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their ease of understanding. In this way,...
blogs
Client Communications & Reporting
Digital Platforms & Tools
13th March 2023
For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the...
blogs
Client Communications & Reporting
Digital Platforms & Tools
7th December 2022
The implementation of the MiFID II regulation in 2018 boosted the progress of this new type of contract by notably improving compliance thanks to the suitability tests, obtaining much more...
blogs
Client Communications & Reporting
Digital Platforms & Tools
1st December 2022
Before the pandemic, private banking was heading towards the digitalisation of transactional operations, after Covid-19 digital tools have increased exponentially. A few years ago, financial entities started developing a hybrid consulting...
case study
11th August 2022
Welcome to TechRules' API revolution!
For more than 20 years we have been developing our complete wealth management API library for financial entities that want to be market changers. This is a powerful...
blogs
6th July 2022
The implementation of the MiFID II regulation in 2018 boosted the progress of this new type of contract by notably improving compliance thanks to the suitability tests, obtaining much more...
news
6th July 2022
The experience and state-of-the-art solutions have been key to featuring TechRules once again as one of the most competitive companies in the market.
TechRules has been in the industry for more...
news
8th March 2022
ESG regulation is changing the way of investing and comdirect, a brand of Commerzbank AG, has understood very well how to expand its range of products and services. By launching...
The Wealth Mosaic
Data Feeds & Information Sources
Data Management & Analysis
4th March 2022
How is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
26th January 2022
Do you remember the beginning of Robo Advisors? In the very beginning, people who opposed them stressed the word “robo”, because it suggested cold, impersonal and a low-cost and low-quality way...
blogs
Digital (Robo) Investing
Distributed Ledger Technologies & Cryptocurrencies
18th June 2021
T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools to manage financial investments. Financial assets that, as well as the...
The Wealth Mosaic
Business Strategy & Advisory
Client Engagement & Management
19th April 2021
There have been many new challenges this past year. For some companies, the main goal has been just to stay in business. But not for us. For us our goal...
blogs
Client Communications & Reporting
Compliance & Regulation
12th March 2021
ESG is the new regulation that stands for Environmental, Social and Governance and at TechRules we are already working on adapting our company to this new law that measures the...
blogs
Client Engagement & Management
Digital Platforms & Tools
27th October 2020
We are facing turbulent times with loads of economic and social changes thanks to the biggest pandemic in modern history. The global financial sector is rapidly moving, adapting itself to...
blogs
Client Onboarding & Identity Verification
Data Management & Analysis
28th July 2020
The Media and IT director of santalucía Asset Management, Damián Fraire, has talked about how they have been ahead of the pandemic, working in solving new customer needs with specific innovations that...
blogs
Client Communications & Reporting
Client Engagement & Management
16th July 2020
2.1. Overview
Tower is our flagship solution and is a platform that covers the full lifecycle for financial advice. Our latest developments evolved modular structures to the use of API’s in...
blogs
Client Communications & Reporting
Client Engagement & Management
15th July 2020
1.1. Current status & challenges
The Covid pandemic has changed the current landscape. Before the crisis, processes to improve technology were opened and progressed at some pace but after the Covid-19...
blogs
Data Management & Analysis
Investment Platforms & Tools
13th July 2020
Market sentiment is usually a blurred expression, because it appeals subjective appreciations about investors and markets and non-defined explanations about their actions. Everything that is weird is linked to “market...
videos
24th April 2020
Welcome to the digital revolution of TechRules
blogs
Digital Platforms & Tools
Investment Platforms & Tools
14th April 2020
TechRules is a leader in digital transformation for wealth and asset management, a leading consultancy service and a wealth management software provider for financial entities. We develop modular, scalable and...
videos
8th April 2020
Welcome to TechRules, leading the digital revolution in wealth and asset management
blogs
Digital Platforms & Tools
Technology Strategy & Consulting
20th March 2020
The quick dissemination of this illness has forced the governments in all affected countries to impose quarantines to stop the virus expansion its effects on people’s health.
The consequences of these decisions are extreme...
videos
24th February 2020
At the past WealthBriefing Swiss Awards 2020, Jaime Bolivar, TechRules Managing Director, shared some of the key components for TechRules’s success for the last 20 years and stated that their...
news
7th February 2020
TechRules (www.techrules.com), one of the foremost WealthTech company was last night crowned ‘Best client reporting’ at the 7th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President...
videos
Investment Platforms & Tools
16th December 2019
The financial industry is facing several challenges: Regulation, Digitalization, fee pressure, passive vs. active investment and the new generation.
news
4th December 2019
We are pleased to announce we have moved our Madrid headquarters. With a constantly growing team, we needed a new, larger, higher-capacity space to continue developing innovations in the financial...
news
Client Engagement & Management
Investment Platforms & Tools
28th November 2019
TechRules, alongside Mediafin, has launched a new edition of their financial game ‘Rallye Boursier’. This gamification initiative looks to help investors with different experience levels, whether a new investor, student or financial expert,...
news
Digital (Robo) Investing
21st October 2019
Jaime Bolivar, Managing Director at TechRules explains at the FIF 2019 the main benefit of using AI in the wealth management industry. This technology is fast becoming a priority in...
case study
Portfolio & Wealth Management Systems
18th October 2019
With a limited number of employees, the bank can face a large number of clients under Advisory Portfolio Management. Industrialized process enables to provide a high-quality service, increase the number...
case study
Portfolio & Wealth Management Systems
18th October 2019
Settled as one of the first four financial institutions in Spain, with approximately 4,760 offices and strengthened by the presence of mobile offices that facilitate service to locations with no...
insight
18th October 2019
TechRules API Library is a complete high standard API wealth management marketplace, coming out of our more than 25 years of experience in digital wealth management solutions. Our market place...
news
Portfolio Build, Analysis & Reporting
19th September 2019
TechRules has realized that the investor’s journey is filled with uncertainty when it comes to making decisions. That’s why we have developed a sophisticated classification system for our community My T-Advisor, taking...