TechRules shortlisted for the Wealthbriefing European Awards 2019

TechRules, one of the Europe’s foremost Wealth Management solution provider has been shortlisted for the WealthBriefing European Awards 2019 at two different categories:

 

Best Front Office solution

 

Best Marketing or PR Campaign

 

Showcasing the best providers in the global private banking, wealth management and trusted advisor communities at a European level, the awards are designed to recognise companies, teams and individuals from a prestigious panel of judges deemed to have demonstrated innovation and excellence during 2018.

 

As having innovation and constant improvement in our core, TechRules is delighted to have been shortlisted for these prestigious awards. It is of great motivation to be recognised in the shortlist and this is testament to the hard work and effort that the TechRules´ team have put in all of our solutions during more than 20 years, said Jaime Bolivar, General Manager of TechRules.

 

“The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged 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 will 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. Our aim is to make these annual awards one of the brightest and keenly contested highlights in the wealth management calendar.” ClearView Financial Media’s Chief Executive of WealthBriefing.

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 […]