The best performance as financial software providers is only possible thanks to the teamwork and communication flow between all the areas in TechRules. The support and maintenance team covers all our clients internationally solving all requirements and needs from actual teams in Europe and Latin America.   The main goal of this team is to […]

This new collaboration will provide Univeris clients with unmatched end-to-end technology platform capabilities.   A new cache of wealthtech solutions is coming your way   We are pleased and proud to announce that we have joined Univeris, a Canadian Based wealthtech firm, a leader in enterprise wealth management trusted by over 10.000 Canadian advisers.    […]

As ESG regulation is getting more and more attention, we would love to talk with you about how we are adapting solutions and platforms in a constantly innovating market.   It is about companies getting committed with issues that are mattering to society. It is about adapting new models like discretionary portfolio management, advisory and […]

Next 30th of June the Fintech Unconference 2022 will take place  in Madrid, an annual private event that brings together the 100 most innovative CEOs and founders of financial technology companies on the European scene   The Covid lets us breathe for a while letting us feel that longed-for normality by allowing us to meet […]

Discretionary portfolio management has changed the financial entities landscape that have seen in this new type of contracts an opportunity to grow in customers while improving their return   The implementation of the MiFID II regulation in 2018 boosted the progress of this new type of contract by notably improving compliance thanks to the suitability […]

We are exhausted and satisfied!   We participated at the Private Banking & Wealth Management Conference Switzerland 2022 at the Zurich Marriott Hotel last week.  It has been a great conference and it was exciting to get back in touch with many of you.   After waiting for more than two years to get on […]

Ukraine is facing what probably is the biggest migration crisis of the 21st century. Millions of Ucranians have had to leave their country because of the  Russian invasion and at TechRules we have decided to play our part.   Help in Action, NGOs with which TechRules has been years collaborating in several projects around the […]

The WealthTech100 panel of experts  selects every year the most innovative 100 companies in the financial sector, between more than 1000 candidates. The experience and state-of-the-art solutions have been key for featuring TechRules once again as one of the most competitive companies in the market.   TechRules has been in the industry for more than […]

The accelerated digitalization caused by the pandemic has definitively transformed the way clients all over the world manage their investments. The recent European crisis have generated greater concern and a need for entities to update their solutions and technologies such as Robo Advisors and wealth management software to meet user expectations.   In this new […]