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Modular solutions for advisers and final customers

TechRules has provided knowledge and technology for more than 15 years in financial for all market segments, as private banking, retail banking and professional advisers. We have enlarged our portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. This video shows you how to create portfolios and monitor the main ratios just in a click.

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Data as a holistic approach

  Simplification, revenue, growth and update   The concept of big data has been around for years; most organisations now understand that if they capture all the data that streams into their business, they can apply analytics and get significant value from it. TechRules as a Fintech leader enables businesses to harness their data and…


TechRules and the Intelligent Automation

Join us at the Intelligent Automation: Financial Services this 9th -10th July in London Automate chat bots to support your customers investment decisions and inform them about risk How chat bots can help you understand your customers and personalise offerings to them. Join 60+ banking, insurance and financial services leaders as they discuss cutting edge…


TechRules presents Beursrally

  Bringing finances closer to you   The world of finance has a tendency to be perceived by those most profane as something inaccessible, incomprehensible and lacking the intuitive traits to make it both secure and enjoyable. On the other hand, one constant risk that never fails to come to mind when one invests, capable…


ENG Consulting Group SA signs an agreement with TechRules to market the TechRules financial solutions (Wealth Management) in France and Germany

  TechRules, leader in financial solutions entered a partnership with ENG ConsultingGroup to market its financial solution tools within Germany and France.   TechRules is a leading company in Digital Wealth Management Technology to empower financial advisors, asset managers and private investors. The company has been founded in the year 2000 and is now present…


AGEFI Luxembourg: Robo-Advisor article by Techrules

  Robo-Advisors, Technological Business Models for Small and Medium Advisers   The financial services industry is cur- rently undergoing a significant transformation in the way that their advisory services are being provided and delivered to their individual investors.This is being driven by a number of factors including new regulations, changing demographics and technological progress.  …


TechRules, ready to show their solutions in the Private Banking Conference: Switzerland 2016

  TechRules, the leading consultancy and wealth management software provider for financial entities, is ready to show their solutions in the next “Private Banking Conference: Switzerland 2016”, that will take place next Thursday 8th December   TechRules will take part in an active discussion about the future of the wealth management industry. We are living…