TechRules crowned Best Wealth Management Software Solution at the CAPITAL FINANCE AWARDS 2021

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 provider for more than two decades and our labour in investment banking through the years has been recognized with this award. We have been delivering wealth-tech solutions across Europe and Latinamerica, always having the focus on our clients, who can choose from 200 API options to customise digital platforms and streamline user experiences.

 

The judging panel has been studying all aspects of TechRules ADN, as well as our expertise and multilingual geographical coverage to create impressive tech offerings that come from a team that works and thinks together. They have seen our flexibility in approaching client projects to develop and integrate holistic solutions

 

Another aspect judges have taken in consideration is that everything is accomplished in- house, including the hosting and upgrade of new releases. Over the past year, TechRules has expanded cloud-based capabilities, particularly in the field of communications, reporting and compliance. We are able to assist businesses with the onboarding of clients, and bring automation to bear on digital banking and wealth management.

 

We constantly work on expanding our tech capabilities harnessing AI to unlock efficient methodologies and strengthen the marketplace, using  Blockchain to help banks to transform operations and the way of investment. 

 

CFI has also recognized that clients entrust mission-critical projects to us because we “demonstrate the competence and innovation to always get the job done”. 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

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 […]