TechRules, your FinTech reference in Wealth Management

The partner to improve your financial business

TechRules is the leading provider of software and consultancy solutions to the global financial services industry. Through automation we enable our customers to deliver financial products and services to their clients in a rapid and efficient manner using multiple distribution channels.

With more than 15 years of experience, we ensure the successful implementation of the software from beginning to end. This allows you to scale your business, build stronger relationships with your clients and increase revenue.


The sum of our experts’ knowlegde

TechRules staff is a highly qualified group of experts in finances and technology. We speak your FinTech business language, as we know very well the financial sector and its needs. That is why our clients find in TechRules far more from a technological provider: we immediately become their best partner.


Global and integral solutions

TechRules analyses individual demands and needs to propose the easiest and more efficient ideas that will improve the relationship of our clients with their final customer. We provide a global and integral view with modular and scalable solutions to make better investment decisions, provide a high-quality financial advice and comply with the complex legal requirements.

Welcome to your global partner for wealth management. Welcome to TechRules.

Bolivar family Business Group, specialists in the financial sector: