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 […]

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 […]

The main benefit of Artificial Intelligence in Robo Advisors will be automation.   Jaime Bolivar, Managing Director at TechRules explains at the FIF 2019 the main benefit of using AI in the Wealth Management industry. This technology is fast becoming a priority in the digital transformation strategy for major firms, helping them to automate process. […]

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 […]

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 […]

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 […]

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 […]

Creating digital resources that can make investments easier for both, financial firms and final users   Demanding is usually a typical word in the FinTech industry: developments are demanding, platforms are demanding, the design is demanding, interaction with final customers is demanding… Should “demanding” be always the buzz word? In TechRules we don’t agree.After more […]

Par Sabine BROUN, Benelux Manager chez TechRules   Au 20ème siècle, toute l’attention était concentrée sur le hardware. Lorsqu’une machine devenait obsolète, on en achetait une nouvelle pour faire face aux nouveaux développements. Aujourd’hui, la complexité s’est accentuée, les machines sont devenues extrêmement efficaces et proportionnellement moins chères. De nos jours, l’enjeu majeur réside clairement […]