TechRules takes part in the Rankia Funds Experience Valencia 2022

TechRules attended the 5th edition of the Rankia Funds Experience organized in Valencia showcasing our innovative Wealth Management solutions

 

This event gathers important national and international asset management professionals every year and TechRules didn’t want to miss it. In this case, Javier Carrallo, Senior Business Development at TechRules, introduced some of our most useful Wealth Management solutions amongst fund managers, placing great emphasis on Tower and My Portfolio:

 

TOWER: It’s a 360º advisory and discretionary management platform that helps financial advisors to manage large amounts of portfolios automating their client’s investment process. Moreover, it allows asset managers to follow their portfolios’ activity and make personalized investment proposals to each client according to their investment profile, goals and risk tolerance, along with solid automatic portfolio reports. It can also be installed on both SaaS and On Premise.

 

MY PORTFOLIO: It’s an investment monitoring tool that helps asset managers to quickly follow-up on their client’s portfolios and investments. Additionally, this solution also allows creating portfolios, comparing their investment’s risk levels and profitability, and sharing the results with the rest of Rankia´s investment community.

 

Generally speaking, our Wealth Management solutions will help entities to exponentially increase their ROI since they minimize the time dedicated to repetitive and administrative tasks, and they accelerate the process of acquiring new customers. They also meet the highest security standards and comply with the current regulation in every country. 

 

TechRules has more than 20 years of experience offering innovative solutions with the highest quality and security levels to fund managers, private wealth managers and banks worldwide so that their client’s can have the best possible investment experience.

 

Do you want to know more about it? Contact us!

 

 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules, a solid partner for financial entities’ digital transformation

TechRules has more than 20 years of experience helping financial entities worldwide with their digitalization and providing them with the most innovative solutions in the market so that they can offer their clients investment platforms with the highest quality.   Digital transformation is challenging for most financial institutions nowadays and, sometimes, they find obstacles along […]

Welcome to the hybrid advisory service era!

If before the pandemic, private banking was heading towards digitalization of transactional operations, after Covid-19 we can safely say that digital tools have increased exponentially. A few years ago, financial entities started strongly developing a hybrid consulting methodology for investments, where customers can get digital recommendations thanks to Robo-Advisors with advanced algorithms without losing personalized […]

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 […]