TechRules.com was founded in 1999 with the aim of combining a long experience in financial advise with the growing possibilities of new technologies. In a short time TechRules.com has become a leading provider of tailor made solutions to solve the different needs of modern wealth management services.
TechRules.com provides advanced solutions to improve the process of investment advise and the relationship with clients, making it more efficient and proactive. This applies not only to the moment of sale but, more importantly, to the subsequent follow-up.
From client profiling, financial planning and the generation of objective investment proposals to a full portfolio management system.
TechRules.com offers its clients consulting and advanced technology to improve the quality and efficiency of financial advise they carry out for their clients. This is today a major necessity for all distribution channels of a financial institution.
Our three main business lines:
Wealth Management Solutions.
Investment tools and contents for on-line banks/brokers.
Fund Solutions .
In order to face the challenges of this environment TechRules.com offers a complete service to its clients, adapted to their individual strategic needs. The global solution is based on three factors :
Expertise
TechRules.com was founded in 1999 with the objective of exploiting the combination of new technologies with the extensive experience and long track record of its principal founding partner, Expert Timing Systems Intl., who has been advising top financial institutions since 1987 in the management of their investments, using proprietary quantitative methods.
Technology
TechRules.com has gathered strong experience in the utilisation of new technologies to optimise the investment and wealth management process. Our technical solution is flexible, modular, scalable and reduces implementation and maintenance cost to the minimum.
Education
TechRules.com has set up its own education centre, TechRules Financial Education, with more than 50 teaching staff from the financial sector, who have proven experience in the education of financial advisors.
