Jaime Bolívar´s interview: modular solutions for advisers and final customers

The Duomo Initiative interviews our Managing Director, Jaime Bolívar, who talks about how TechRules has provided knowledge and technology for more than 20 years in financial for all market segments, as private banking, retail banking and professional advisers. How the company has  enlarged its portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. In this video Bolívar talks about  how can you use very helpful tools  to create your own portfolios and monitor the main ratios just in a click.

 

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Meeting TechRules´ Support and Maintenance team

The best performance as financial software providers is only possible thanks to the teamwork and communication flow between all the areas in TechRules. The support and maintenance team covers all our clients internationally solving all requirements and needs from actual teams in Europe and Latin America.   The main goal of this team is to […]

TechRules joins Univeris, a global digital financial solutions provider

This new collaboration will provide Univeris clients with unmatched end-to-end technology platform capabilities.   A new cache of wealthtech solutions is coming your way   We are pleased and proud to announce that we have joined Univeris, a Canadian Based wealthtech firm, a leader in enterprise wealth management trusted by over 10.000 Canadian advisers.    […]

Want to talk about ESG?

As ESG regulation is getting more and more attention, we would love to talk with you about how we are adapting solutions and platforms in a constantly innovating market.   It is about companies getting committed with issues that are mattering to society. It is about adapting new models like discretionary portfolio management, advisory and […]