TechRules as one of the World´s most innovative Wealthtech companies

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

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. The senority of the company,  an interational team that works in customizable solutions and its well response to challenges and changes of the instrustry have beey for TechRules to be awarded with this great recognition.

 

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. The firm  looks 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  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.

 

TechRules´ 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.”

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