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Innovative look and feel for advisors and customers

Cost-saving solution

Online and mobile availability

A help for gaining new clients’ segments

Analytic resources to manage investments

Investmen Tools is our suite of online analytic features to obtain accurate and quick market data. The figures are fed from different internal and external sources. The suite pretends to be an easy, user-friendly and transparent system to be reported about the customers’ assets and portfolios. The graphs and data provide an immediate visual outlook about the investments investments with an innovative and attractive look & feel. The features are based on quantitative analytics and focused on risk control.

Visual format for market data analysis

Investment tools provides charts, tables and graphs to visualize all kind of market data in order to analyze and take investment decisions. The features consider both current and historical figures from bonds, equities, ETFs and funds. In a simple screen, users can perceive global trends, learn market signals and select the best assets for their portfolio.portfolio. Therefore, our solutions provide a great help to catch new market niches and gain customers.

A modular solution to improve investment portfolios

All data, features and screens are developed to obtain high-quality portfolios. Investment tools includes in the suite features to manage portfolios and optimize them. Users obtain from the tools valuable information to assess their risks, returns and possible changes to be implemented in their investments.Our clients implement a cost-saving solution that gets a full detail of any CRM action, guarantees the best customer service and increase the productivity. Digital Services show our ability to propose immediate solutions to improve the efficiency in our clients.

T-Report

Deep and detailed asset report, as shares, funds and ETF. Every T-Report has historical and up-to-date figures so that the investor assess its interest. Assets are ranked by a score patented by TechRules.

Watchlist

Interactive market analytic tool to enable the daily follow-up for short, middle and long-term assets. It also enables a comparison amongst assets to detect the ones with a better performance.

Comparator

This tool enables to select and compare assets in the selection process of them.

Screener

Advanced tool for asset searching. It enables to find securities by selecting markets, fund managers and currencies.

Markets

Follow the evolution, trend and risk of the main world markets though your screen and obtain full, detailed and tailor-made report depending on your requierements.

News

International and national financial market news channel. The client will know the source and exact time of the information anytime, depending on the settings.

Market Opportunities

Our algorithm identifies the strongest assets with a better trend in a market or activity sector depending on the client’s settings.

Favorited Assets

Create your own asset list to follow them up and read its T-Report.

Online Porfolio Manager

Suite of tools based on quantitative analysis that includes historical and current data of a managed portfolio.

Charts

Solution to create asset and market performance charts where technical indicators can be added to take investment decisions.

Portfolio Optimizer

Tool based on the Modern Portfolio Theory to analyze and propose a portfolio optimization to improve its performance.

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.

Change Management

We help the organisations in all steps for a change process: implementation of our solutions, team training, internal and external communication and every need to obtain an efficient change management to achieve the decided aims.

Mobile Adaptability

Mobile becomes a working tool and we are aware of this trend. That is why our tools are designed to answer properly to be monitored through this device.

  1. Portfolio Management and Rebalancing

  2. Performance Measurement

  3. Investment Proposals

  4. Reporting

  5. Monitoring and alerts

  6. Financial Planning

  7. Financial portal tools

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“Investment Tools is our suite of analytic features
to obtain accurate and quick market data.”

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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.