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. 

News

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 […]

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 […]