On June 15, 2023, TechRules had the honour of participating in Clínica Universidad de Navarra’s  first-ever Children’s Charity Against Cancer Gala.   We were delighted to attend the event and contribute to childhood cancer research and support programs—causes that we hold near and dear to our hearts.   Congratulations to the Clínica Universidad de Navarra […]

    It’s no secret that investment advisors in Spain would prefer to work with the latest developments in front-office technology to maximize their efficiency, reduce their costs, and scale their business. Their firms also seek similar outcomes, yet decision-makers are often hesitant to invest in advisor technology. “It’s a tricky proposition,” or “It’ll take […]

TechRules didn’t want to miss participating in the 10th edition of OpenExpo Europe—the continent’s largest conference on technological innovation. The event is an opportunity for thousands of professionals in the technology sector across various industries to learn first-hand about the latest solutions and trends in digital transformation, artificial intelligence, cybersecurity, cloud platforms, and more.   […]

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 […]