SOLUTION PROVIDER OF THE WEEK
Overview

TechRules is a leading wealth and asset management software provider.

They develop modular and scalable solutions to solve specific customers needs. TechRules core has always been technology, that's why they built a series of advanced algorithms using API, Artificial Intelligence and Machine Learning that combine efficiency, flexibility and compliance. Their modular solutions can be deployed in SaaS or Onpremise and as a turnkey project or as part of an existing platform.

TechRules develops state-of-the-art Wealth Management solutions, including innovation in Financial Planning, Robo Advisors, Apps and customer web portals focused on customer experience.
Solution provider FACTFILE
Established
1999

Global Headquarters
Madrid, Spain

Website

Company Size
51-200 employees

Target Clients
Asset Managers, Bank Wealth Managers, Digital Wealth Managers, Family Offices, Financial Advisors
TWM Marketplace

TWM Business Need categories
  • Client Communication & Reporting
  • Client Marketing & Prospecting
  • Data Management & Analysis
  • Digital (Robo) Investing
  • Investment Platforms & Tools
  • Portfolio & Wealth Management Systems
  • Portfolio Build, Analysis & Reporting
  • Tools for the Client (B2C)

Relevant Regions
Central America, North America, South America, Western Europe
TechRules solutions

Leading solution for digital wealth management

Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients.

Investment proposals, reporting and portfolio management, complete financial planning, amongst other services, will be substantially improved with TechRules innovative solution.

TechRules tools empower advisors to get a whole picture of their clients and reinforce the relationship using the latest communication options and recording all of them in one single place.

Tower is a comprehensive platform for professionals to obtain a 360 view of customer portfolios and optimize through a series of APIs or complete the solution with them and get a complete life cycle of financial advice.

A complete API marketplace with powerful methods for a great customer experience 
Highlight - latest CONTENT
Solution Information: TechRules API Library. CLICK HERE

News & PR: TechRules launches in Tower a new business generation module totally integrated. CLICK HERE

Blog: Blockchain: the financial market revolution. CLICK HERE
Highlight - recent VIDEO
In this video, the Managing Director of TechRules, Jaime Bolívar talks about latest communication technologies in Wealth Managment, Onboarding and Robo Advisor, and how newest technologies can help advisers to improve KPIs and promote products with automated financial planning.

Click HERE or on the image to watch the full video.

RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com