WealthTech 100: TechRules once again featured as one of the best fintech companies in the world

The WealthTech100 panel of experts  selects every year the most innovative 100 companies in the financial sector, between more than 1000 candidates. The experience and state-of-the-art solutions have been key for featuring TechRules once again as one of the most competitive companies in the market.

 

TechRules has been in the industry for more than 20 years, innovating and developing modular, API based wealth management solutions and Robo Advisor, and  this has been taken into consideration by the experts that have created this list. At a time where digitalization is key, it is essential to listen to the customers, and this is why we have been focused on portfolio management apified solutions, customer web portals and great Robo Advisors. All our solutions are built meeting user´s expectations, either in advice, discretionary management or execution.

 

The specialized firm Fintech Global is the one in charge of searching in the market the best wealthtech companies that keep adapting to changes and new challenges. The best financial analysis tools, the best ESG regulation management or the best Robo Advisor solutions have been analyzed for selecting the most innovative companies in the sector.

 

At TechRules we have been keeping our team work, solving the new customer needs due to political and economical international circumstances. Our offices around the world have been keeping the innovation in onboarding, lead generation solutions and campaigns and multiobjective financial planning, among others. We have reinforced our solutions, paying special attention to the quality and security of data, something essential for intelligent financial decision making. 

 

Once again we thank Fintech Global for this innovation and technology award.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

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 […]