The Wealth Mosaic, one of the most powerful resources of information and knowledge for the global wealth management industry, has published its new Wealth Tech Views Report, focused on how companies use technology to engage with clients, and in this opportunity TechRules has had the honour to be featured among the most influent teams of […]

The Duomo Initiative interviews our Managing Director, Jaime Bolívar, who talks about how TechRules has provided knowledge and technology for more than 20 years in financial for all market segments, as private banking, retail banking and professional advisers. How the company has  enlarged its portfolio solutions with T-Advisor and the new robo-advisors for professionals and […]

The situation originated in the coronavirus pandemic is new for the current generation, who had never confronted a similar landscape before, fortunately.   The quick dissemination of this illness has forced the governments in all affected countries to impose quarantines to stop the virus expansion its effects on people’s health.   The consequences of these […]

A look into TechRules’ strengths and vision for the industry in 2020     At the past WealthBriefing Swiss Awards 2020, Jaime Bolivar, TechRules Managing Director, shared some of the key components for TechRules’s success for the last 20 years and stated that their customer-centric approach and listening to their clients has always been a […]

– The solution was seen both flexible and adaptable to particular needs and appearances   TechRules, one of the foremost WealthTech company was last night crowned ‘Best client reporting’ at the 7th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.     As one of many firms to […]

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 […]

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 […]

Si vous travaillez dans le secteur financier, vous devez en entendre de plus en plus parler, c’est la nouvelle tendance dans la valorisation et la négociation des actifs   La tokenisation est la création de la représentation numérique d’un actif sur une blockchain. À l’origine, c’est une unité ou jeton numérique que vous pouvez acheter […]

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 […]