Security has always been, and will continue to be one of the fundamental pillars of wealth management software and is becoming increasingly important in fintech companies. The customer’s data protection is essential to comply with legal regulations and generate user loyalty.   Due to recent events like the pandemic or the current situation between Ukraine […]

Germany, January 2022. comdirect, one of the most important banks in Germany, continues to be one of the benchmarks in the banking sector thanks to the development of its Robo Advisor. This state-of-the-art wealth management software that improves the return on investments of their clients, has exceed one billion euros in assets.   This investment […]

Do you remember the beginning of Robo Advisors? In the very beginning, people who opposed them stressed the word “robo”, because it suggested cold, impersonal and a low-cost and low-quality way to access finances. Human advisors also looked at them as rivals that would be used by greedy start-ups and unicorns that preached the goodness […]

Recent events show that things can change dramatically in a short time, but it has also reminded us where the important things really lie. As a team, we have been  working more united than ever, reaching new challenges and projects. But we know this would not have been possible without our clients and partners. This […]

Begoña Rubio, Global Business Development & Marketing Director of TechRules, has participated as an expert speaker in the digital meeting “Interconnected channels, agility and flexibility, keys to offering a fluid and personalized customer experience ” organized by Dir & Ge.   A very relevant presentation in these times of constant change in which digital transformation […]

TechRules together with Mediafin, the main Financial media in Benelux, are launching the 4th edition of ‘Rallye Boursier’, the interactive game that seeks to support and train all kinds of independent investors.   The Belgian Financial daily L’Echo and De Tijd collaborate in this fourth edition of the game in which both expert and novice […]

In this video our managing director Jaime Bolívar explains how important it is to give accurate and qualified data to clients so they can make the best investment decisions and how TechRules has been managing this data for more than 20 years and how integrations give us the data that is analysed with powerful AI […]

We are glad to announce that once more, TechRules has been recognized for its great wealth management software solutions, this time by Capital Finance International, a media that works for the better understand of the forces and companies influencing and reshaping the global economy    In TechRules we have been working as a financial software […]

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 […]