TechRules.com offers tailor made solutions to help wealth and asset management departments grow their business and improve the quality of their services.
We offer advanced technological solutions to integrate and automate the different processes in the wealth management cycle.
TechRules.com brings objectiveness to the investment advise and management process. This is possible due to our long experience in quantitative asset allocation through our founding partner Expert Timing Systems Intl. (www.ets.es).
TechRules.com supports solutions with high quality market data. Reliability of market data due to errors, non-adjusted corporate actions etc. is one of the most frequent reasons for wealth management solutions to fail.
TechRules.com develops modular, scalable multichannel solutions. We offer a flexible service instead of a closed, standard software package. We believe this is the only way to avoid unnecessary investments in functionalities which are not relevant for our client’s business or already exist. Is is also the best way to achieve a gradual growth and to be able to adapt to changing business requirements without being tied to a rigid standard software package.
TechRules.com offers its clients a multichannel and multifunction platform to improve the relationship with their clients and make 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 generation of investment proposals to a full portfolio management system.
TechRules.com offers its clients consulting and advanced technology to improve the quality and efficiency of the financial analysis and advise they carry out for their clients. This is today a major necessity for all distribution channels of the financial institution.
OUR THREE MAIN BUSINESS LINES: