Featured Video

New normal for Wealth Managers: Engaging customers and communicating effectively

In this webinar, Managing Director of TechRules, Jaime Bolívar, Business Development & Marketing Director, Begoña Rubio and Sales Manager Javier Carrallo, discuss about digital wealth management solutions in the “new normal 2020”, the role of artificial intelligence in the emerging combinations of science and human based advisory models and how to cover regulation with technology easily. 


TechRules launches an online on-boarding global solution for financial entities and fund managers

TechRules, the leading software company for wealth management, has developed a global solution that allows the full on-boarding process and online acquisition of portfolios for clients of financial entities and advisory companies This digital on-boarding can be carried out through digital signature, as other procedures like “know your customer” (KYC) and “Anti-Money Laundering” (AML). TechRules […]

Building up your Tower: switching to your clients’ needs

Rebuilt the logic into a more flexible model with APIs as key components to provide an accurate solution. Flexibility is one of the main buzzwords of our times. People must be flexible to adapt their careers to companies, companies must be flexible to adapt their products to the market, markets must be flexible to let […]

TechRules designs a new algorithm based on Machine Learning to help discover new and specific investment ideas for each investor

If two heads think better than one, imagine having 100 or 1,000 investors sharing ideas on the best possible investment option for your portfolio.   TechRules has realized that the investor’s journey is filled with uncertainty when it comes to making decisions. That’s why we have developed a sophisticated classification system for our community My […]

TechRules among the top 10 best Wealth Management solution providers in UK 2019

The ability in delivering solutions, expertise in the domain, competencies and impact of the solution have place TechRules among the Top 10 Wealth Management solution provider in UK.     TechRules’ solutions once again, have been recognized for its technological innovation and real business value in the financial industry, and have placed it as one […]

The secret to enlarge customer base with APIs: Discretionary Management Robo Advisor in Latin America

Creating digital resources that can make investments easier for both, financial firms and final users   Demanding is usually a typical word in the FinTech industry: developments are demanding, platforms are demanding, the design is demanding, interaction with final customers is demanding… Should “demanding” be always the buzz word? In TechRules we don’t agree.After more […]

Pourquoi miser sur la technologie des API ?

Par Sabine BROUN, Benelux Manager chez TechRules   Au 20ème siècle, toute l’attention était concentrée sur le hardware. Lorsqu’une machine devenait obsolète, on en achetait une nouvelle pour faire face aux nouveaux développements. Aujourd’hui, la complexité s’est accentuée, les machines sont devenues extrêmement efficaces et proportionnellement moins chères. De nos jours, l’enjeu majeur réside clairement […]

TechRules selected as Best FinTech Company 2019 and Best Front Wealth Management Solution with TechRules TOWER

TechRules leading the FinTech industry in the Technology Innovation Awards 2019. [tp not_in=”es” lang=”eng” only=”y”]   TechRules (www.techrules.com) continue leading the FinTech industry at an international level for the fifth consecutive year the technology innovator awards by CV Magazine   TechRules was selected as:     Best FinTech Company 2019     Best Front Wealth […]

TechRules as one of the most innovative WealthTech companies in the world

  TechRules has been chosen as one of the 100 most innovative WealthTech companies.   The list is created in order to showcase all the companies that every leader in the wealth and asset management industries needs to know about. As part of the fast growing and demanding Wealthtech sector that has increased five times […]