TechRules at the Fintech Unconference Madrid 2022

Next 30th of June the Fintech Unconference 2022 will take place  in Madrid, an annual private event that brings together the 100 most innovative CEOs and founders of financial technology companies on the European scene

 

The Covid lets us breathe for a while letting us feel that longed-for normality by allowing us to meet face to face again. This conference defines the future of the sector in Europe, promoting innovation and development by sharing the topics that are currently setting trends in the market. Debates, seminars and meetings that will put on the table the different versions and opinions about the future of financial technology.

 

TechRules has been chosen as a participant in this meeting point, thanks to the experience and work in the world of wealth management software in which it has been successful for more than two decades. Our CEO Jaime Bolívar will be the one who will come to share his experience at the helm of this company and what it has meant to continue being a profitable business despite the crises of recent years.

 

The adaptation of solutions such as Robo Advisors to the new ESG regulations, the importance of robust security against possible cyber-attacks or the rise of discretionary portfolio management, are some of the topics that are making the most noise and that will surely be debated among the conference meetings.

 

This type of space aims to let the participants themselves put the issues of greatest interest on the table. There is no imposition by the organization, rather it is a meeting point to reflect, share ideas and discuss where the financial technology market is heading.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

WEALTH MANAGEMENT TRENDS IN 2023

The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]

Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]