TechRules Reporting provides a competitive advantage by the creation of accurate and professional reports. Furthermore, enables consolidated reports converting client information into informed investment decisiones.

1. TechRules Reporting
Flexibility and quality in the generation of reports to ensure the success of your investment
At TechRules we are aware that the information that the end client receives is one of the most valuable services for
our clients. With more than 20 years of experience in the financial markets, TechRules enables its clients to provide
value to final customers using our solid and flexible Reporting tool.
TechRules Reporting provides a competitive advantage to its clients by the creation of accurate and professional
reports. Furthermore, enables consolidated reports converting client information into informed investment
decisions. Thanks to its wide experience, TechRules provides a broad spectrum of reports which can be used
and customized quickly and easily.
TechRules Reporting uses its advanced technology to generate content, graphics, tables and other relevant elements
that may be included in your reports. You will be able to tailor your specific needs and requirements while being
consistent with the regulation in place such as MiFid.
Report Designer: Benefits
Powerful set of tools that enables the user to configure any desired
✔✔ Sophisticated reports that could be
changes without software implementation.
modified quickly and efficiently.
✔✔ Fully customized with the requirements
of each entity.
• Independence in the adaptation of ✔✔ Immediate access through customized
different templates for portfolios and dashboards.
proposals reports.
✔✔ Major differentiation among the market.
• Flexibility and control on the content ✔✔ Time reduction that will increase
and the format of your reports. productivity while reducing time.
✔✔ Cost-effectively.
Types of Reports Available
1 Portfolio Reporting
Detailed reports on the operations and/or transactions of a particular
portfolio or in an aggregate portfolio. Allows customers of any
financial institution to test in real time the following issues:
• Strict monitoring of the portfolio.
• Detailed risk analysis throughout their performance.
• Positions and comparisons with a model portfolio or a chosen
benchmark.
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2. 2 Proposal Reporting
Generates investing recommendations based on each
client specific objectives. It includes relevant information
in a visual and understandable way: risk profile, assign
model portfolio and its composition, as well as a detailed
analysis of return and risk of the suggested portfolio.
In addition, TechRules portfolio module, allows online
access to their reports and storages them for a later use.
3 Wealth Reporting
Obtain a higher level of customization. Based on its wide
range of tailored made reports, TechRules develops fully
configurable reports.
Our customers also receive a complete report that allows
them to gather commercial and financial information with
detailed views of their global wealth.
4 Financial Planning Reporting
According to the financial investment objectives for the medium and long term, financial planning reporting allows
clients to achieve their set of objectives for the present or for later retirement.
5 AFP’s Reporting
Personalization and segmentation of the information presented to the client, according to the risk profile, preferences,
needs and even financial planning proposals. Shows how saving a determined amount every month, will make
possible the achievement of their economic plan for retirement.
Spain T.(+34) 91 357 39 00 marketing@techrules.com www.techrules.com
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