TechRules Financial Planning is a web service which is parameterizable, scalable and easy to implement. It grants financial entities with the ability to fulfill their client's need for financial planning, thus promoting the sale of savings, investment and insurance products.

1. Financial Planning
TechRules Financial Planning
Financial Planning is an essential tool to take charge of our financial future. It implies a process that it is not always
easy, which allows an individual to reach a balance between his current quality of life and the one he wishes to
achieve in the future.
TechRules’ Financial Planner is a flexible service that provides financial entities with their own tool to
provide clients with an array of different approaches for financial planning, always in accordance with
their needs and expectations.
High added value Web Service
TechRules Financial Planning is a web service which is parameterizable, scalable and easy to
implement. It comprises a wide range of functionalities that cover the diverse requirements of financial planning.
It grants financial entities with the ability to fulfill their client’s need for financial planning, thus promoting the sale of
savings, investment and insurance products, throughout a high added value service.
How does it work?
INPUT DATA Through an agile and intuitive method, the financial
Initial contribution advisor introduces in the system a series of steps
Retirement Savings Objective that have been previously defined.
Risk profile TechRules’ Financial Planner relies on a set of algorithms
Legal retirement age which are fed with customer's basic data, entered by the
Penalties for anticipated retirement financial advisor.
Current Age This information is the starting point for the generation of a
Costs Income proposal of financial planning which will be aligned with
each entity’s requirements.
CALCULATION ENGINES
Projections Contributions Client’s Monitoring
proposal Report
ALGORITHMS RESULTS

2. Available and adjustable functionalities
TechRules Financial Planning distinguishes two types of planning:
1 Savings and retirement
2 Specific financial objective
This module contains several functionalities:
1 Planning questionnaire Financial Planning
2 Financial calculator
3 Report on a planning proposal
4 Planning follow up
The financial entity can register and identify the personal financial objectives of its clients, and even the
financial objectives of companies. Each client will receive the appropriate financial planning, according
to their specific needs.
Creating the required users
The system’s administrator may register the necessary users and monitor their activities so that the parameters in
use are appropriate to each entity.
Web User 1
Advisor Administrator
Focused on the attraction and
who can obtain a planning follow up of clients authorizations
proposal through the entity’s
Designing and tracking of Establishes parameters for the
website
financial planning proposals fields on the questionnaire,
The navigation is easy and calculator, products, risk profiles,
quick, and does not require indicators, etc.
financial knowledge
entity Defines alerts for the advisors to
Redirects to the entity’s financial follow up the progress in the
advisor if necessary achievement of the financial
planning objectives
Installation and first steps
There are two methods for implementation:
Customer Hosting-> It’s possible to Install TechRules’ Financial Planning in your entity’s server and
connect it with other solutions available at TechRules, whether internal or third party.
TechRules Web Service-> Should you wish to avoid an investment on your own server, you may
easily use our web service which grants access to all modules and functionalities.
Our customers will be able to reduce all costs derived from infrastructure, downloads, installation,
execution, updating and technical resources. TechRules Web Services guarantees safety, efficiency,
scalability and adjustment to each entity's business model.
Spain T. (+34) 91 357 39 00 marketing@techrules.com www.techrules.com