We are glad to announce that once more, TechRules has been recognized for its great wealth management software solutions, this time by Capital Finance International, a media that works for the better understand of the forces and companies influencing and reshaping the global economy
In TechRules we have been working as a financial software provider for more than two decades and our labour in investment banking through the years has been recognized with this award. We have been delivering wealth-tech solutions across Europe and Latinamerica, always having the focus on our clients, who can choose from 200 API options to customise digital platforms and streamline user experiences.
The judging panel has been studying all aspects of TechRules ADN, as well as our expertise and multilingual geographical coverage to create impressive tech offerings that come from a team that works and thinks together. They have seen our flexibility in approaching client projects to develop and integrate holistic solutions.
Another aspect judges have taken in consideration is that everything is accomplished in- house, including the hosting and upgrade of new releases. Over the past year, TechRules has expanded cloud-based capabilities, particularly in the field of communications, reporting and compliance. We are able to assist businesses with the onboarding of clients, and bring automation to bear on digital banking and wealth management.
We constantly work on expanding our tech capabilities harnessing AI to unlock efficient methodologies and strengthen the marketplace, using Blockchain to help banks to transform operations and the way of investment.
CFI has also recognized that clients entrust mission-critical projects to us because we “demonstrate the competence and innovation to always get the job done”.
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.