TechRules Case Study

TechRules and Credicorp: tyba, the Robo Advisor revolution

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Leading digital transformation in wealth and asset management

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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...

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by TechRules
| 20/10/2020 10:45:22

TechRules' extensive international experience has made many financial entities around the world to trust its team to develop and improve their investment platforms and improve direct communication with end customers. It's more than 20 years of experience and its wide API library have been key for Latin American financial group, Creditcorp, a leader in the stock market, to have chosen TechRules as a partner in the development of tyba, a revolutionary digital investment platform in which the user is accompanied throughout all the investment process so they can take the best decisions and maximize their profitability. 

Both teams have been working to develop this platform, supervised by the Financial Superintendence of Colombia, in which the traditional investment barriers are broken by getting better opportunities and benefits when investing, buying a house, paying a loan or saving for retirement. 

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About TechRules
TechRules is a leading consultancy and wealth management software provider for financial entities, focused on the digital transformation in financial services. For more than 20 years TechRules has developed cutting-edge modular and scalable solutions for the whole financial sector: retail and personal banking, private wealth managers, fund managers, IFAs and family offices. TechRules’s flagship solution is Tower: a global comprehensive platform built up with APIs to respond to any final customer demand and to any management process.

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