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 […]

  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 […]

  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 […]

  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 […]

  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 […]

  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 […]

  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.   […]

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  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 […]