TechRules crowned best client reporting at the Wealthbriefing Swiss Awards 2020

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 be shortlisted in the Best Client Reporting category, the triumph is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive Wealth Management space.


Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.


Commenting on the firm’s triumph, Jaime Bolivar, Managing Director, TechRules said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.


ClearView Financial Media CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.


For media enquiries, journalists should contact:
Name Begoña Rubio
Business development & Marketing Director




About Winning Company


TechRules, founded in 1999 with headquarters in Madrid, Spain, and offices in London, Benelux, Chile, México and Perú, is a market leader in the Wealth Management space and offers multiple solutions to answers all of the issues individuals in the financial are face with a team of highly skilled from the financial and technological sector and have empowered it to develop solutions and escalate productivity leading to gaining momentum and enhance its global consulting services. The products that TechRules deploys are API.enabled which allows the organization to easily integrate an individual solutions or complete Wealth Management platform.


About ClearView Financial Media Ltd (“ClearView”)


ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

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