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 and Sinqia: the perfect complete solution for the Brazilian wealth management market

TechRules and  Sinqia S.A., provider of technology for the financial market, announce that they have signed a partnership contract to offer combined back and front solutions for the wealth management of financial entities and covering all the lifecycle of financial advice.   Sinqia´s Product Manager, Marcelo Duarte, says that getting into the Brazilian market is […]

Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]

Blockchain: the financial market revolution

The main consequence of the huge impact of new technologies on the financial sector has been the desintermediation. Today we are  welcoming crypto assets, a new way of investment that comes together with the blockchain.    T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools […]

TechRules: working to be a “best practices” company

At TechRules we have been always looking for the wellbeing of our employees and trying to have a great work environment. But we also like to make a positive impact inside and outside the workplace and this is why we collaborate with some ONGs that just try to improve the quality of living of many […]

TechRules has been selected to be in the WealthTech100 list for 2021

This annual list features 100 international companies that are transforming the global investment market and banking industries   Fintech Global is the specialist research firm that searches the market for the best wealthtech companies that have the most innovative solutions on investment software that have been taking into consideration the digital transformation challenges and opportunities […]