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Modular solutions for advisers and final customers

TechRules has provided knowledge and technology for more than 15 years in financial for all market segments, as private banking, retail banking and professional advisers. We have enlarged our portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. This video shows you how to create portfolios and monitor the main ratios just in a click.


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AGEFI Luxembourg: Robo-Advisor article by Techrules

  Robo-Advisors, Technological Business Models for Small and Medium Advisers   The financial services industry is cur- rently undergoing a significant transformation in the way that their advisory services are being provided and delivered to their individual investors.This is being driven by a number of factors including new regulations, changing demographics and technological progress.  …

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TechRules, ready to show their solutions in the Private Banking Conference: Switzerland 2016

  TechRules, the leading consultancy and wealth management software provider for financial entities, is ready to show their solutions in the next “Private Banking Conference: Switzerland 2016”, that will take place next Thursday 8th December   TechRules will take part in an active discussion about the future of the wealth management industry. We are living…

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