TechRules, one of the Europe’s foremost Wealth Management solution provider has been shortlisted for the WealthBriefing European Awards 2019 at two different categories:
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.
Par Sabine BROUN, Benelux Manager chez TechRules
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…Details
Rencontre avec Sabine BROUN, Benelux Manager chez TechRules 1. Quelles ont été les grandes évolutions de votre groupe au cours des 12 derniers mois ? D’une part, nous nous sommes concentrés sur les demandes des clients, surtout en Europe, où les réglementations liées à Mifid II ont joué un rôle prédominant. L’ampleur…Details
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…Details
Artificial Intelligence (AI) and Machine Learning (ML) are two very “hot buzzwords” right now and often seem to be used interchangeably. But while AI and machine learning are very much related, they are not quite the same thing.
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…Details
Robo-advisors are amongst the first to experience changes due to Artificial Intelligence (AI). Over the years, there have been many changes affecting the Financial firms. These include changes to how they do business and in their relationships with clients. In the future, these changes will continue due to automation. The “big winners” will…Details
Jaime explains his transition from trading to investing, the importance of portfolio management and what you can experience with T-Advisor.
Today, financial technology (Fintech) is one of the fastest growing sectors in the industry and has revolutionised the world of finance. In the past, investing was “left” to the experts, this was due in part to the lack of visibility around charges, technical jargon and restricted access to financial information. The millennial generation,…Details
The European financial markets are preparing to undergo a complete remodelling of their organisational system. In January 2018, MiFID II will officially become an active part in redefining the overall structure of the entire industry by applying new legislation intended to regulate and improve the financial and investment services. MiFID II: Aim and…Details
Rencontre avec Sabine BROUN, Benelux Manager chez Techrules Quels sont, selon vous, les nouveaux défis du monde de la finance ? Le secteur financier est en train de vivre une trans- formation profonde. Celle-ci a, selon moi, deux origines : d’une part, la crise qui a remis en question la crédibilité et…Details
Think about this situation. Imagine that you are client of any wealth manager and the staff sends you a report about the best chances for your investments, with recommendations and comments to obtain the best performance. Then, you talk to a friend, who is also client of the same wealth manager and you both…Details
Digital transformation of financial advice. Today, financial technology (Fintech) is one of the fastest growing sectors in the industry and has revolutionised the world of finance. In the past, investing was “left” to the experts, this was due in part to the lack of visibility around charges, technical jargon and restricted access to…Details
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…Details
TechRules has taken part in the FinTech Conference in London, a major specialised event where 100 firms of the sector have been selected to show their developments. This event was closed to a selected group of leading FinTech companies. Since the very beginning, TechRules has shown its powerful technological developments based on scalable…Details
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. …Details
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…Details
TechRules, the leading consultancy and wealth management software provider for financial entities, will take part actively in the discussions about the future trends of retail banking in the 14th Annual Forum that will take place next 12th and 13th October in Vienna. In this new edition, the forum proposes relevant panels about hot…Details
The Innovate Finance Global Summit 2016 celebrated the latest developments in FinTech at the historical heart of financial services: London Global participation: 1000 + key decision makers in FinTech and financial services Member and Community Pavilion: 100 + FinTech startups and global FinTech hubs exhibiting at #IFGS2016 Plenary Stage: VIP keynotes and compelling…Details
Aimed at potential new entrants to the ETF market, existing ETF issuers and the wider professional ETF community, this half-day summit will address key ETF and ETP product development themes. The summit looked at product development regarding all the main asset classes, as well as next-generation concepts such as in-built currency hedges, smart…Details
Tech solutions to assist professionals and private investors. Jaime Bolívar, TechRules
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