Evolving

Digital Wealth
Management
Solutions

TechRules partners major financial institutions to provide multi-channel wealth management technology to their clients across direct or hybrid channels.

Retail Banking

Asset & Portfolio Managers

Fund Managers

Personal Banking

Family Offices

IFAs

Private Banking

Private Wealth Managers

Distribution

Your wealth management solutions and fintech reference

TechRules is a leading consultancy and wealth management software provider for financial
entities. We develop modular and scalable solutions to solve specific customers' demands.

Api Licensing

If you want to control the UI/UX experience, our functional APIs will plug right into your existing user interface

Full Solution

A fully-functional, turn-key, cloud-based application. We implement and host the application to your specifications

Custom Deployment

We develop functionality and user interfaces to your specs, then host and maintain your solutions

Digital Onboarding

Installed on users’ computers or hosted by a third-party vendor

Mobile and Tablet

Mobile applications that help advisors enhance client satisfaction and retention. Provide investors with real-time

Advanced Algorithms

Powerful analytics on “what if” scenarios, advanced rebalancing, automatic scheduling, search algorithms, portfolio optimization

Machine Learning

Coming Soon Understand how your digital customers interact and behave

Cloud Based or On Premise

Achieve digital operational excellence to ensure you have the best processes

Our Solutions

TechRules Awards

“The Breadth of Functionality
award Xcelent 2013 y 2016”

Best functionality

“T-Advisor selected
as Start up solution”

Spain Tech Center in the South, USA.

“TechRules selected as
best european provider”

Wealth Briefing Awards 2015


Contact us

We are here to help and answer your questions. Send us an email and a TechRules representative will contact you shortly

  • UK +44 (0)7480 285 800
  • Spain: +34 91 357 3900
  • Benelux: +32 2 654 09 73
  • Chile: +56 (02) 953 69 09
  • Mexico: +52 55 19165349
  • Peru: +511 4118600

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Under Protection of Personal Data Law 15/1999, of December 13, you are informed that the personal information you provide will be treated by TechRules, SA to answer your request and send you information about our solutions. If you want to access, modify, cancel or oppose its treatment you must send a letter accompanied by a legible copy of your passport or any other identification document to Customer Service, Caceres Street, 2A - 28223 Pozuelo de Alarcón, Madrid, Spain.