TechRules wishes you Merry Christmas

We have missed you this year. During this time we learnt new ways of relationships and what seemed to be normal, it was not anymore. This is why we want to thank clients, partners and employees for your support, initiative and creativity during this period.

We are looking forward to returning to our normality with you soon.

Merry Christmas and happy 2021!

News

WealthTech Views: Looking into 2020 with TechRules

With Jaime Bolivar, General Manager, TechRules   2020 sees an increase in demand for real-time information about positions for clients in all wealth segments, according to Jaime Bolivar, General Manager at TechRules. The challenge is to be able to harness data and to be able to present it in real-time and in an easily consumable […]

A new step forward: TechRules adds tokenisation

Is it a blockchain? Is it a bitcoin? No, it is… token!   earn this word if you work in finance because it is the new trend to value assets and trade with them. Originally, it was a unit that you could buy in order to receive a service or a good. For instance, tokens […]

TechRules at the Global WealthTech Summit

TechRules, at the Global WealthTech Summit in London, explained at a glance their main features and how to face the most demanding needs of the new digital ecosystem.     The financial industry is facing several challenges: Regulation, Digitalization, fee pressure, passive vs. active investment and the new generation.   Get more information about these […]

TechRules new headquarters

We continue growing.   We are pleased to announce we have moved our Madrid headquarters. With a constantly growing team, we needed a new, larger, higher-capacity space to continue developing innovations in the financial sector.       Our focus has always been on constant growth   With more than 20 years of experience, and […]

TechRules and Mediafin launch a new edition of their gamification solution ‘Rallye Boursier’ with a focus in social sharing.

A key component for digital transformation journey in the financial industry: Omnipresence and interactive experience   TechRules alongside with Mediafin has launched a new edition of their financial game ‘Rallye Boursier’. This gamification initiative, that looks to help investors with different experience levels, whether is a new investor, a student or a financial expert, to […]

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 […]