Evolving

Digital Wealth
Management
Solutions

TechRules partners major financial institutions to provide multi-channel wealth management technology to their clients across direct or hybrid channels.

Retail Banking

Asset & Portfolio Managers

Fund Managers

Personal Banking

Family Offices

IFAs

Private Banking

Private Wealth Managers

Distribution

Your wealth management solutions and fintech reference

TechRules is a leading consultancy and wealth management software provider for financial
entities. We develop modular and scalable solutions to solve specific customers' demands.

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Api Licensing

If you want to control the UI/UX experience, our functional APIs will plug right into your existing user interface

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Full Solution

A fully-functional, turn-key, cloud-based application. We implement and host the application to your specifications

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Custom Deployment

We develop functionality and user interfaces to your specs, then host and maintain your solutions

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Digital Transformation

Achieve digital operational excellence to ensure you have the best processes

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Mobile and Tablet

Mobile applications that help advisors enhance client satisfaction and retention. Provide investors with real-time

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Advanced Algorithms

Powerful analytics on “what if” scenarios, advanced rebalancing, automatic scheduling, search algorithms, portfolio optimization

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Machine Learning

Coming Soon Understand how your digital customers interact and behave

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Cloud Based or On Premise

Installed on users computers or hosted by a third-party vendor

Our Solutions

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Download APIs Digital transformation article



INFORMATION REGARDING PERSONAL DATA PROTECTION
(As provided under EU Regulation 2016/679 on Data Protection)

Data controller
TECHRULES, S.A. NIF: A82682352. Address: Calle Cáceres, 2 – 28223 Pozuelo de Alarcón (Madrid). Phone no: +34 91 357 39 00. Email: cescudero@techrules.com

Purposes
Collection and processing of personal data shall have the following purpose to handle and provide proper attention to all requests, claims, or suggestions as to give a response through an electronic channel, in regards of our products and solutions.

Legitimation and conservation
The legal basis for the processing of data is the consent granted by the User at the time of providing the data or by checking, where applicable, the corresponding acceptance boxes.
If required data are not provided for these purposes, it shall be impossible for us to render our services. Data shall be maintained for as long as the professional relationship is maintained provided that deletion is not requested, and in any event in fulfilment of the legal statutes of limitation as may be applicable.

Destinatarios de cesiones
No cessions of data transfer are foreseen.

Rights of data subjects
You may exercise your rights of access, rectification, erasure, portability and restriction or objection by providing written notice to the Customer Service Department at Cáceres, 2 – 28223 Pozuelo de Alarcón (Madrid). The User shall have the right to withdraw any consent granted. The User shall be entitled to file any claims with the Control Authority (Agencia Española de Protección de Datos www.agpd.es).

TechRules Awards

awards

“The Breadth of Functionality
award Xcelent 2013 and 2016”

Best functionality

awards

“T-Advisor selected
as Start up solution”

Spain Tech Center in the South, USA.

awards

“TechRules selected as
best european provider”

Wealth Briefing Awards 2015


microsoft
telejurs
andbank
bankia
santander
jpmorgan
quality-funds
mutua
lafise
scotiabank
bci
larrainvial

Contact us

We are here to help and answer your questions. Send us an email and a TechRules representative will contact you shortly

  • UK +44 (0)7480 285 800
  • Spain: +34 91 357 3900
  • Benelux: +00 32 476 95 98 75
  • Chile: +56 (02) 953 69 09
  • Mexico: +52 55 19165349
  • Peru: +511 4118600

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INFORMATION REGARDING PERSONAL DATA PROTECTION
(As provided under EU Regulation 2016/679 on Data Protection)

Data controller
TECHRULES, S.A. NIF: A82682352. Address: Calle Cáceres, 2 – 28223 Pozuelo de Alarcón (Madrid). Phone no: +34 91 357 39 00. Email: cescudero@techrules.com

Purposes
Collection and processing of personal data shall have the following purpose to handle and provide proper attention to all requests, claims, or suggestions as to give a response through an electronic channel, in regards of our products and solutions.

Legitimation and conservation
The legal basis for the processing of data is the consent granted by the User at the time of providing the data or by checking, where applicable, the corresponding acceptance boxes.
If required data are not provided for these purposes, it shall be impossible for us to render our services. Data shall be maintained for as long as the professional relationship is maintained provided that deletion is not requested, and in any event in fulfilment of the legal statutes of limitation as may be applicable.

Destinatarios de cesiones
No cessions of data transfer are foreseen.

Rights of data subjects
You may exercise your rights of access, rectification, erasure, portability and restriction or objection by providing written notice to the Customer Service Department at Cáceres, 2 – 28223 Pozuelo de Alarcón (Madrid). The User shall have the right to withdraw any consent granted. The User shall be entitled to file any claims with the Control Authority (Agencia Española de Protección de Datos www.agpd.es).