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 solutions like Robo Advisors to meet customer expectations.  We have already our first green Robo Advisor for a great German Bank and it has been a wonderful experience.

 

This is the way we want to keep doing things, one step forward, always willing to listen to what concerns to a more and more sustainable society.

 

We would love to share experience and feedback with you!

 

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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.    […]

TechRules at the Fintech Unconference Madrid 2022

Next 30th of June the Fintech Unconference 2022 will take place  in Madrid, an annual private event that brings together the 100 most innovative CEOs and founders of financial technology companies on the European scene   The Covid lets us breathe for a while letting us feel that longed-for normality by allowing us to meet […]