Outstanding results

TechRules is a technological partner of numerous financial entities worldwide such as private banking agents, online banking and brokers, who use TechRules’ Wealth Management solutions to grow in an international level. Nowadays, TechRules counts with a select client portfolio, built up by prestigious worldwide renewed institutions.Thanks to the implementation of TechRules technological solutions, these institutions have achieved outstanding results in the financial advisory and wealth management processes. Visit our success stories to obtain more information about them.

santalucía

In this video, Eustaquio Arrimadas, Commercial and Marketing Director of santalucía ASSET MANAGEMENT, explains the fundamental aspects of our new online investment fund trading platform. If you wanto to know more about how we are helping santalucía to be more interactive with their clients in the digital post Covid-19 era, just click here.

Lafise

This video shows the operation of LAFISE Advisor, a financial application developed by TechRules, that allows clients to connect via smartphone in real time and have access to all the information about risk indicators and check the performance of their investment portfolios and operations, among many other tools.
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International Institution leads with Tower & Roboadvisor in Germany

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Integral portfolio management solution for a great international bank

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API library. Connect, change, and adapt.

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New API with no integration: advanced risk and performance asset and portfolio calculations for efficient management

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How to deliver a valuable financial plan in a ever-changing digital world?

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Evolving digital wealth management solutions

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Improve your productivity by reducing the time spent creating your website, marketing documents and content portal publications

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Questions? We have answers