Company Tagline
APIfied Solutions for Wealth and Asset Management. Fund Solutions. SaaS, PaaS
Industry Category
Business Keywords
Company Description
TechRules is a leading force in the digital revolution within Wealth and Asset Management, delivering unparalleled WealthTech expertise to automate business processes for financial entities. With modular and APIfied solutions enhanced by AI, TechRules addresses a wide spectrum of specific demands while adhering strictly to regulatory requirements.
Operating from its primary address at Calle Virgilio, 2, Pozuelo de Alarcón, Comunidad de Madrid 28223, ES, TechRules offers comprehensive solutions including a Wealth Management Platform for Advisors and Financial Planners, a White-Label Discretionary Management Portal for Robo Advisors, and Self-Directed Investor Software for DIY Investors. Additionally, TechRules provides Model Portfolio Services and Fund Solutions, ensuring a complete API solution for any task or workflow.
With over 20 years of experience in digital WealthTech, TechRules remains at the forefront, offering a high-standard API Financial Management Marketplace. Headquartered in Pozuelo de Alarcón, Comunidad de Madrid, with additional locations including Santiago de Chile, DF, MX, Perú, PE, Benelux, and London, TechRules continues to expand its reach and impact. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further highlight TechRules' innovative solutions.
TechRules est un acteur majeur de la révolution numérique dans le domaine de la gestion de patrimoine et d'actifs, offrant une expertise inégalée en WealthTech pour automatiser les processus métier des entités financières. Grâce à des solutions modulaires et APIfiées, enrichies par l'IA, TechRules répond à un large éventail de demandes spécifiques tout en respectant scrupuleusement les exigences réglementaires.
Opérant depuis son adresse principale Calle Virgilio, 2, Pozuelo de Alarcón, Comunidad de Madrid 28223, ES, TechRules propose des solutions complètes, notamment une plateforme de gestion de patrimoine pour les conseillers et les planificateurs financiers, un portail de gestion discrétionnaire en marque blanche pour les robots-conseillers et un logiciel d'investissement autonome pour les investisseurs indépendants. De plus, TechRules fournit des services de portefeuille modèle et des solutions de fonds, garantissant une solution API complète pour toute tâche ou flux de travail.
Fort de plus de 20 ans d'expérience dans le domaine de la WealthTech numérique, TechRules reste à l'avant-garde, offrant un marché de gestion financière API de haut niveau. Basé à Pozuelo de Alarcón, Comunidad de Madrid, avec des sites supplémentaires à Santiago du Chili, DF, MX, Pérou, PE, Benelux et Londres, TechRules continue d'étendre sa portée et son impact. Nous invitons l'équipe de direction à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence davantage les solutions innovantes de TechRules.
Key Personnel / Employees
Compare Companies Side by Side
Compare TechRules with 3 companies in Financial-Services
| Comparison Field |
TechRulesMain Company |
Cambium Applicable I...View Profile |
Satori AnalyticsView Profile |
Augusto DigitalView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 2014 | 2016 |
|
Company Size
|
— | 51-200 | 51-200 | 11-50 |
|
City
|
Pozuelo de Alarcón, Comunidad de Madrid | Athens, Attiki | Grand Rapids, Michigan | |
|
Country
|
Spain | Greece | United States | |
|
Skills & Keywords
Comparing with main company
|
37 Total Skills
Wealth Management
Asset Management
WealthTech
Financial Services
API Solutions
Robo Advisor
Fund Solutions
Private banking
Discretionary Management
MiFIDII
Rebalancing
Investment Tools
API
Asset management
Advanced consultancy
CRM
Risk Analytics
AI
Funds Reporting
Gestión de carteras
Retail banking
Machine learning
Task & Alerts
Investment Proposals
Reporting
Business Intelligence
Financial Planning
Model Portfolios
Performance Attribution
Digital Solutions
Roboadvisor
Apps
Informe de cartera
Advisory
Mifid II
compliance
regulation
|
25 Total
25 Unique
Unique Skills:
.Net
Agile
AMP
angular
aws
Bid Data
+19
|
17 Total
17 Unique
Unique Skills:
AWS
Azure
CDP
Cloud Migration
Data Engineering
Data Estate Design
+11
|
31 Total
31 Unique
Unique Skills:
ARR Growth
AWS
Billing
Cloud
Collaboration
Customer Experience
+25
|
4
Total Companies2010
Oldest Founded3
Countries106
Unique SkillsSimilar Companies
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Alternative Company Names
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