The advice offered to clients should be based on objective and reliable information. The regulation leans towards the administration of financial products by taking into account the specific needs of the clients, thus, an adequate segmentation helps provide a homogenous and effective advice through model portfolios.
The main basis for TechRules Model Portfolios service is an objective, structured and personalized advice. We are completely integrated in our client's business, participating in the creation and maintenance of their model portfolios, as well as in the development of executive and commercial reports that our clients may request.
Outsourcing offers a set of advantages associated to the independence and objectiveness to generate value to our clients through the broad experience that our team of advisors provides.
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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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