TechRules launches an online on-boarding global solution for financial entities and fund managers

TechRules, the leading software company for wealth management, has developed a global solution that allows the full on-boarding process and online acquisition of portfolios for clients of financial entities and advisory companies

This digital on-boarding can be carried out through digital signature, as other procedures like “know your customer” (KYC) and “Anti-Money Laundering” (AML). TechRules solution implements not only on-boarding, but also profinling as the client can fill in the MiFID II test and portfolio management as the client can buy multiasset portfolios depending on his profile.

 

This solution saves time and costs in the on-boarding management, the client investment profiling and the portfolio acquisition. Additionally, these tools implement alerts linked to the company CRM, like expiration warnings for suitability tests or digital signature, or the temporary change of brokers that can offer any added support to the final customer.

 

After MiFID II had been pin place, individual investors have a larger protection that has pushed fund managers and other financial entities to develop processes according to this regulation. The cost of these regulatory changes is high, but technological tools linked to certification systems, like the digital signature, allow a double task of compliance and saving.

 

“TechRules is, as usual, at the vanguard of the industry, opening ways for innovation. Our experience of more than 20 years helps us anticipate the trends that appear in the sector afterwards. We make an in-depth analysis of current technologies, regulations and add the value of our knowledge to switch everything in a global, easy to use solution to implement them in system that fund managers and financial entities have today available in order to contribute to the development of their business”, explains Jaime Bolivar, general manager of TechRules.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Meeting TechRules´ Support and Maintenance team

The best performance as financial software providers is only possible thanks to the teamwork and communication flow between all the areas in TechRules. The support and maintenance team covers all our clients internationally solving all requirements and needs from actual teams in Europe and Latin America.   The main goal of this team is to […]

TechRules joins Univeris, a global digital financial solutions provider

This new collaboration will provide Univeris clients with unmatched end-to-end technology platform capabilities.   A new cache of wealthtech solutions is coming your way   We are pleased and proud to announce that we have joined Univeris, a Canadian Based wealthtech firm, a leader in enterprise wealth management trusted by over 10.000 Canadian advisers.    […]

Want to talk about ESG?

As ESG regulation is getting more and more attention, we would love to talk with you about how we are adapting solutions and platforms in a constantly innovating market.   It is about companies getting committed with issues that are mattering to society. It is about adapting new models like discretionary portfolio management, advisory and […]