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!

 

Would you like to know
more about APIs?

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WEALTH MANAGEMENT TRENDS IN 2023

The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]

Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]