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Portfolio Management and Rebalancing

Your business depends on your skills managing portfolios, but you also needs two more ingredients for your professional cocktail: up-to-date data and reliable tools to obtain organized figures and take the right decisions. However, portfolios have to be adapted to market changes and trends. Rebalancing trades are compulsory to allocate the suitable assets. The answer? Automation to improve efficiency. TechRules has developed the solution that fits your needs.

  • Quick and easy implementation
  • High standards in compliance
  • Rebalancing automated process
  • Wide range algorithm for several settings
  • Flexible design to adapt the customer’s needs

  • High scalability by design

  • Multichannel access: web, SOA

  • Easy implementation in own platforms

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Great features

Rebalancing

Set the asset allocation from the customer’s personal restrictions, business rules and commercial preferences.

Discretional management

Manage delegated investment and allocate assets following specific investment policies’ guidelines.


Portfolio analysis

Obtain reliable data for performance, risk, correlation, allocation, benchmark, simulations and profit and losses sources.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analysis, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Performance Measurement

What are the results of your investments? What are the best and the worst assets in your portfolio? An accurate analysis is critical to your investment decisions. Our tools obtain the main figures to evaluate performances and changes needed to improve your results. Automated processes help professionals follow up investments and avoid any possible disappointment from their customers.

  • Automated tools and figures to monitor customers’ performance

  • Global, accurate and deep analytical figures and data

  • High scalability by design

  • Multiple settings to be self managed by the user

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Great Features

Performance attribution

Advanced calculation engine to analyse the profits and losses in model portfolios and review the investment strategy.

Performance contribution

Evaluate the asset weight in the profit or loss in the portfolio and review possible changes in its proportion.

Tower analytics

Follow up the platform activity with a wide range of details about users and associated modules.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Investment Strategies

Good results depend on a good strategy. A professional in the finance branch has to take into account different customer expectations. In this field, tools to create profiled model portfolios are the best solution. Every advisor or asset manager has several chances to be creative from accurate figures and design the best portfolios with a strategical outlook. Standardization helps find success for your customers.

  • Variety of tools to optimize the strategical outlook in portfolios

  • High standardization and scalability to obtain a higher efficiency

  • Global, accurate and deep analytical figures and data

  • Compliance with legal rules

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Great Features

Model portfolio consultancy service

Comprehensive feature for the model porfolio design, managing and monitoring, with tools for benchmarking, risk profile, reporting and portfolio optimization.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Investment Proposals

Investors are always looking for new investment ideas to outperform the market. Asset managers and advisors need tools to find them and propose to their customers. These proposals have to comply with the customer risk profile and preferences and with the legal requirements. A suitable questionnaire is the first step in this process, because professionals use this information to obtain customized ideas. TechRules solutions provide a continuos feed to cover professionals’ needs for their customers. Our aim: enhance processes to empower customers’ trust in their asset managers and advisors.

  • Easy and user-friendly screens

  • Wide range of settings to obtain costumized results

  • Global dashboard to manage all data and figures

  • Flexibility to design different asset investment strategies

  • Long term projections and success likelihood

  • Easy implementation in own platforms

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Great Features

Client profiling

Design your customer risk profile complying the legal requirements.

Risk Control

Monitor the risk with analytic tools to understand the asset evolution and maintain or modify the investment.

Model portfolio

Design your own model portfolios from our asset database selecting your own criteria.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity preditions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Financial CRM

Your business depends from people and they expect you to take care about the communication with them. This communication has to fulfil their expectatives when it is related to investments. Entities use CRM systems to manage the relationship with their customers. TechRules difference has to do with its specific developments for financial CRM. Our solutions monitor the whole list of customers, provinding a 360º view and allowing the task priorization. At the end, this solution eases customer management operations and increases productivity in this field.

  • Easy implementation in own platforms

  • Cloud technology

  • Full record and store of the customer activity

  • Central dashboard to ensure that the whole staff are working with the same customer details

  • Combination of operative and analytical processes

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Great Features

Client portal

Manage the whole tools for your customers from an only dashboard for all.

Client management

Get the personal data from the customer activity, as contact details, preferences, restrictions, proposals and alerts.

Task manager

Obtain a screen to plan all the pending and done tasks for every customer with CRM tools.

Client monitoring

Follow up the customer activities with automatized processes, as contracts and forms fill-in and store.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

TechRules reporting solutions are designed to cover all possible products. Financial planning, funds, portfolios, investment proposals are some of our results. Our tools are flexible and adaptable to particular needs in copy and appearance complying with legal requirements. The final product is a full relevant data report with the right level of details to decide whether the asset is interesting for the customer financial aims.

  • Adaptable to particular brand and design requirements

  • Personal dashboard

  • Easy to edit

  • Multiple graphs and charts designs

  • Compliance with legal requirements

  • Easy implementation in own platforms

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Great Features

Client reporting

Get a personal report for your final costumer with a visual and clear design about assets’ performance, risk and allocation

Fund reporting

Manage the fund information and data with automatic processes for factsheets, fund search and analytic details, as volatility, risk and correlation.

Portfolio reporting

Personal report to analize and monitor portfolios and compare with model portfolios.

Proposal reporting

Obtain reports with investment opportunities with relevant and reliable figures based upon specific customers’ requirements.

Pension fund reporting

Costumized document to report the customer about the future results of specific savings’ plan for retirement.

Financial planning reporting

Obtain a middle and long term proposal for specific customers in accordance of his or her financial goals.

Management reporting

Follow up your business and the staff efficiency and obtain figures about the relationship between your managers and customers to improve it.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

Wealth Reporting

Obtain a detailed report about the global managed wealth for your client full of relevant data about his investments to follow up the development and changes depending on the market evolution.

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Monitoring and alerts

Markets are always moving. Customers’ portfolio monitoring is one of the most important tasks for finance professionals. The strategies and investments for today may be changed immediately in the current quick markets. Advisors and asset managers need to react to avoid high risks and losses for their customers. It is the moment to set alerts.

  • Several settings to obtain different alerts depending the customer needs

  • Self management to organize your own alerts

  • Easy implementation in own platforms

  • Personal and up-to-date monitoring

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Great features

Monitoring and alerts

Set different kind of alerts, as stop loss, investment opportunities or trend change to react to market movements.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Financial Planning

Your customers need to feel some control over their finances. They trust professionals to invest for specific aims that ensure a balanced standard of living along the life. TechRules financial planning solution provides a suite of tools to obtain different kind of plans depending the goals: retirement, a house or some returns for their emergency savings, for instance. Our system analyses the customers’ data to obtain different projections for different regular saved ammount cases. The solution covers the whole cycle from the projection to the results monitoring.

  • High scalability

  • Easy and intuitive screens and features

  • Flexibility to be adapted for specific entities’ requirements

  • Easy implementation in own platforms

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Great features

Financial planning

Manage the whole process: set the client’s profile and risk, obtain a financial proposal, compare different fund categories and report the client about his savings plan. You will build client loyalty and increase your business.

Financial planning reporting

Obtain a middle and long term proposal for specific customers in accordance of his or her financial goals.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Risk Analytics

Risk is the great foe for investors. Everyone fights to obtain the highest performance with the least risk. Nobody wants to lose their investments. Risk analysis in one of the most difficult one in finance. It is measured by several items. TechRules provides a solution that offers a wide range of risk indicators to assess different assets. The tool fits for large asset universes, non-liquid assets or complex financial products. An accurate and deep risk analysis will be the support to reach successful investment results.

  • Several risk indicators to obtain an accurate asset view

  • Flexibility to be adapted for specific entities’ requirements

  • Transparent access to all risk calculations

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Great Features

Risk analytics

Obtain a wide range of calculations to measure the asset risk, as VaR, beta, volatility, correlation, variance and covariance.

Market data management

Our system manages several internal and external market and financial data sources to provide accurate asset and portfolio figures.

Business intelligence

Run advanced analyses, as hypothesis-testing and activity predictions, with data mining and on-line analysis process tools.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

Training

Our role-play “Investment game” for training provides the knowledge to manage the tools.

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Compliance

Financial sector has recently experienced an increase in the number of legal regulations. These rules are different depending countries or economic regions, but capital and investments are global. Such difficulty is solved by our tools, that tailor the solutions to adapt to the regulations that the custumer has to comply. At the end, professionals satisfy regulators and final customers without any legal risk.

  • Tailored solutions for different regulatory requests

  • Automated solution to avoid manual reviews and risk of errors

  • Flexible design to be adapted by the customers for their personal needs

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Great Features

Client profiling

Design your customer risk profile complying the legal requirements.

Risk control

Monitor the risk with analytic tools to understand the asset evolution and maintain or modify the investment.

Reporting to regulator

Design your report to comply with the country regulator requirements adjusting relevant settings.

MiFID compliance

Every tool result complies with MiFID European requirements and are always up-to-date.