TechRules offers a complete portfolio of multi-functional, multi-channel solutions that will enable clients to achieve more efficient, scalable financial advice. We provide clients with a comprehensive and results-oriented services consistent with MiFID regulations (Markets in Financial Instruments Directive). Our customer portfolio backs us up. For over 20 years in the sector, TechRules has earned the trust of prestigious financial institutions around the world, which choose expertise, know-how and the guarantee of success that TechRules’ professional team provides.

1. Leading Provider of Wealth
Management Solutions

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

3. BENEFITS
FOR THE ENTITY
Model Portfolio Consultancy
Single Point Provider
Increase sales and reduce costs
Advanced proprietary algorithms
Integration with banks systems
Data Quality Tool
Support & Maintenance
Training for Financial Advisors
Reduce operational risk

4. BENEFITS
FOR YOUR CLIENT
Industrialization of the Wealth Management Process
Transparency, objectivity and consistency of financial advice
Customizable service and automated monitorization
Total access: multichannel solutions ( web, tablet and mobile)
Intuitive and easy to use interface

5. GLOBAL
PRESENCE
International presence for more than 15 years
UK
Turkey
Brasil
Mexico
Colombia
Dominican
Republic
Switzerland
Germany
India
Peru
Spain
Panama
Belgium
Luxembourg
Chile
Italy
Dubai

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

7. A 360º SOLUTION FOR THE FINANCIAL ADVICE
Other Key Functionalities:
 Tower AFP
 Tower Mobile  Watch Video

8. MODEL PORTFOLIOS CONSULTANCY
Structured advisory service & added value management
Creation and maintenance of model portfolios,
development of executive and commercial reports
•
Defining risk profiles and model portfolios
•
Classification of the asset universe and
selection of benchmarks
•
Backtesting possibility to validate
suggested strategies
•
Consistent and effective advice
as
well
as

9. FUND REPORTING
Data Warehouse for Asset Management
Integrates funds information and automates reporting and analytical
processes
•
•
•
•
Web-based, scalable and integral solution: Dynamic & Static Factsheets
Consolidates both internal and external data vendor’s feeds. Advanced
risk and return calculations
Intuitive interface with user-configurable views
Promote your funds avoiding complex time
consuming tasks

10. INVESTMENT TOOLS
Online analytical tools for Online Brokerage
Risk control using
quantitative methods to
obtaining market
information in a fast and
objective way.
Ready for end users!
Video

11. WHY
TECHRULES

Experts in Financial Advice

Independence: TechRules is not related to any
financial group

Cost cutting

Multiple Sucess Stories in on-line banking, retail
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

12. www.techrules.com
@ marketing@techrules.com
(
Switzerland
(+41) 799 380 114 - Spain (+34) 91 357 3900