TechRules
HQ Address
Calle Cáceres, 2, 28223 Pozuelo de Alarcón, Madrid, Spain
Website Address
Relevant Regions
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
Tower demo: comprehensive solution for wealth management
Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing
18/05/2023
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
18/01/2023
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
1999employees
51-200offices
7Type 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 Communications & Reporting
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Client type
client geography presence
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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......
