Sin categoría

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]

The main consequence of the huge impact of new technologies on the financial sector has been the desintermediation. Today we are  welcoming crypto assets, a new way of investment that comes together with the blockchain.    T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools […]

At TechRules we have been always looking for the wellbeing of our employees and trying to have a great work environment. But we also like to make a positive impact inside and outside the workplace and this is why we collaborate with some ONGs that just try to improve the quality of living of many […]

Tower, leading wealth management platform for advisors and financial entities, has developed a new module for campaign generation and business development, a new feature that allows advisers to reach many more clients in an easier and personalized way.   This new module has two principal functionalities: it can be used by an entity manager to […]

In this video, our MD, Jaime Bolívar talks about how AI, machine learning and tokenization can help develop a better hybrid customer experience, together with paperless Onboarding.  

This annual list features 100 international companies that are transforming the global investment market and banking industries   Fintech Global is the specialist research firm that searches the market for the best wealthtech companies that have the most innovative solutions on investment software that have been taking into consideration the digital transformation challenges and opportunities […]

Being a leading company in financial solutions and having been on the scene for more than 20 years in Europe and Latin America in a highly competitive market are some of the characteristics that define TechRules. But behind our robust APIs and advanced technological solutions there is a team and a company made up of […]

In this video, the Managing Director of TechRules, Jaime Bolívar talks about latest communication technologies in Wealth Managment, Onboarding and Robo Advisor, and how newest technologies can help advisers to improve KPIs and promote products with automated financial planning.  

Best digital solutions. “Our goal is to keep working on sustainable ROI for our customers and lead generation, so that they can enrich the relationship with their clients with customer centric solutions, engaging and reinforcing the relationship between them”. TechRules for The Weatlh Mosaic.   There have been many new challenges this past year. For […]