State-of-the-art APIs for integrating great amounts of data

Attractive and well designed platforms are important for generating great wealth management solutions, but without qualified  and perfectly filtered data, the project is not going to be robust. In this video our CEO Jaime Bolíval talks about the importance of understanding the information and creating great APIs for wealth management.

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TechRules at the Fintech Unconference Madrid 2022

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: the democratization of wealth management

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 […]

TechRules with Ucrania

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 […]

What will private banking customers be like in the future?

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 […]

TechRules at the WealthTech Views Report: the data in wealth management

TechRules has been featured at the WealthTech Views Report, and in this ocassion we have been talking aboyt the importance of data in wealth management. The quality and cuantity of data is key for creating state of the art solutions for wealth management so advisors and customers can make the best decisions.