New mobile application in Costa Rica allows investors to improve their performance

Customers of LAFISE Bank will have access to their account transactions using TechRules mobile App.

The financial institution bets on digital transformation towards customer’s loyalty.



“LAFISE Bank is constantly focusing on how technology can improve their customer’s experience,”, said Carolina Martinez, Private Banking General Manager at Bank LAFISE.


LAFISE Bank has recently launched LAFISE Advisor, a mobile app that allows private banking customers to monitor their accounts. Wealth management and financial planning services covering both local and international markets are offered by private banking to their customers.


Techrules, an international company focusing on digital financial solutions developed the application. LAFISE Advisor is comprehensive, easy to use and scalable, with modular and multi-channel access and installation (service-oriented architecture, web, mobile and cloud). Its flexibility enables the easy integration of the third-party system with the existing systems.


TechRules describes this as an easy-to-use, comprehensive and adaptable solution including modular and scalable architecture with multi-channel access and installation (service-oriented architecture, web, mobile and cloud).



The APP supports the private banking business, key features include the investment strategy, portfolio management and rebalancing, asset allocation, risk control etc.


“LAFISE Bank is constantly innovating its digital solutions with the aim of improving their customer’s experience. LAFISE Advisor now provides their customers with real-time prices in these new markets, similar to what it has previously done for more developed markets”, said Carolina Martinez, General Manager at LAFISE Private Banking.


This supports their current digital transformation strategy with benefits gained through improved customer’s loyalty and making it easier for their customers to transact.


“For customers to be able to review their information and to manage their investment portfolios in real-time provides us with an industry advantage in the investment portfolio, trust fund, wealth and asset management service,”, said Martinez.


Private banking customers using the app will also have access to other services, such as credit cards with special interest rates, reduced exchange rates commissions, quick-pass, “back to back” credit requests, quicker transaction time amongst others.


The LAFISE mobile app offers the following benefits:


  • Improved portfolio management
  • Up-to-date financial information aiding in investment decisions
  • Risk management with reduced risk
  • A multi-channel “Always on” service (Reporting features)
  • data mining and online process analysis.


The app is available on both Android and IOS devices.

Create and implement your own Robo-Advisor platform according to your needs, using simple and smart technology

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Pongamos a trabajar los datos, nuestro mejor aliado en gestión patrimonial

Hoy en día las entidades financieras, cada vez más globalizadas, se enfrentan a todo tipo de retos y, es entonces cuando los inmensos volúmenes de datos que gestionan cobran un protagonismo crucial ya que sólo cuando transforman esa información en conocimiento consiguen aliviar el complicado panorama en el que se encuentran.   Algunos de los […]

Tower Demo. Comprehensive solution for Wealth Management

Tower is a 360º digital platform for advisory services, discretionary management and execution, as well as an end customer portal.   Among its most important features we can highlight its robust portfolio manager, alerts and monitors, customisable investment proposals as well as portfolio reports, financial planning, administration module and model portfolios, in order to have […]


The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]