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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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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…