TechRules has been selected to be in the WealthTech100 list for 2021

This annual list features 100 international companies that are transforming the global investment market and banking industries

 

Fintech Global is the specialist research firm that searches the market for the best wealthtech companies that have the most innovative solutions on investment software that have been taking into consideration the digital transformation challenges and opportunities faced by private banks, financial institutions and asset managers.

 

TechRules has been featured after the experts have recognized its more than 20 years of experience and especially TechRules´ best wealth management platform, Tower, a portfolio management software that helps investors to take advantage of new technologies and artificial intelligence for making the best investment decisions. 

 

This is the third year that Fintech Global researches the industry looking for the best investment tools and wealth management platforms and this year has been more difficult than ever. More than 1000 businesses have been analyzed and studied by a panel of industry experts to select the best 100 companies in the market. 

 

The finalists have been selected and awarded a place on the list thanks to their efforts and teamwork during this difficult period. Teams that have been studying the problems in the industry and have developed  investment software improvements that solve a significant issue for the market. This investment tool, like TechRules robo advisor, offers a full robo wealth management solution for the investment industry with a development and quality data that has made us stand out between the rest of competitors in the market.

 

TechRule´s Managing Director, Jaime Bolívar, says that “it is also important to have a state of the art portfolio management software, and a risk analysis system that can make the difference in terms of taking the best investment decisions, something clearly important in this Covid era in which investors can not take unnecessary risks.”

 

FinTech Global director Richard Sachar says that “established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules and Sinqia: the perfect complete solution for the Brazilian wealth management market

TechRules and  Sinqia S.A., provider of technology for the financial market, announce that they have signed a partnership contract to offer combined back and front solutions for the wealth management of financial entities and covering all the lifecycle of financial advice.   Sinqia´s Product Manager, Marcelo Duarte, says that getting into the Brazilian market is […]

Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]