Techrules, leading provider of integral solutions for Wealth Management with more than 25 years supplying innovative financial solutions.

1. Nuestras soluciones
• TechRules
– TechRules
• TechRules
Leading provider of integral solutions for
Wealth Management

2. BUSINESS DIVERSIFICATION
More than 25 years providing innovative
financial solutions
Growth

3. TECHRULES BENEFITS
Multichannel solutions for the industrialization of
Wealth Management
 Service vs. Product oriented solutions
 Cost reduction
 Transparency
 Objectiveness
 Scalability
 Compliance

4. GLOBAL PRESENCE
International presence for more than 15
years
•UK •Switzerland
•Brasil
•Germany
•Colombia •Peru
•Chile
• India •Spain
•Belgica •Italy
•Mexico
•Uruguay

5. PROVIDING VALUE TO OUR CUSTOMERS
Multichannel solutions for the industrialization
of wealth management
 Single Point Provider
 Business Model Consultancy
 Model Portfolio Consultancy
 Advanced proprietary algorithms
 Integration with banks systems (BO, CRM, ...)
 Data Quality Tools
 Training for financial advisors
 Support & Maintenance

6. LEADERS OF INTEGRAL SOLUTIONS
Business Lines
Innovation Strategy Wealth Management Online analytical tools for
Consultancy Solutions brokers
Model Portfolios Fund Reporting
Consultancy Service Solution
Services
Support and
Consultancy Data
Maintenance

7. INNOVATION STRATEGY CONSULTANCY
High-level and strategy consultancy focused on innovation
and achievement of the entity’s objectives
 We design the strategy for each entity providing value through our
innovation process
 TechRules analyzes, process and organizes all the information
received by the client to meet their objectives
 Participatory innovation by employees and customers, aligned with
the strategies and objectives of the entity
 Some of the used techniques such as: “What If” and “Thinking Reverse”

8. INVESTMENT TOOLS
ADVISORS
ADVISORS

9. MODEL PORTFOLIOS CONSULTANCY
Structured advisory service and added value management
 Consistent and effective advice
 Participatesin the creation and maintenance of model portfolios, as
well as in the development of executive and commercial reports
 Classification of the asset universe and selection of benchmarks
 Defining risk profiles and model portfolios
 Defining the ranking of products and reports
 Optimization, reports and maintenance of model portfolios

10. FUND REPORTING
Integrates funds information and automates reporting and
analytical processes
 Web-based, scalable and integral solution
 Consolidate both internal and external data vendor’s feeds
 Perform advanced risk and return calculations
 Promote your funds avoiding complex time consuming tasks

11. COMPLETE & DIFFERENTIAL SERVICE
New Functionalities
2012
 Transfer of Funds: Tax and Capital Gains
 Portfolio Management Fees
 Tower AFP
Tower for Ipad and Iphones

12. WHY TECHRULES?
 Experts in financial advice
 Independence: TechRules is not related to any
financial group
 Single Point Provider
 Multiple Success stories in on-line banking,
retail banks and private banking
 Market Data: integrating multiple information
sources and monitoring the quality of data
 Tower: high degree of flexibility for
customization of specific requirements
 Agility: high current functionality

13. Nuestras soluciones
• TechRules
– TechRules
• TechRules
www.techrules.com
C/ Cáceres 2-A, Pozuelo de Alarcón 28223, Madrid - Spain @ marketing@techrules.com ((+34) 913573900