TechRules (www.techrules.com), leading provider of integral solutions for Wealth Management and Fund Reporting, boasts over 20 years of experience in the financial market, helping clients to grow and be profitable with a wide range of quality market data, skilled financial advisors, support and maintenance.
Our main strength is the combination of our expertise and solid experience. TechRules philosophy is based on the merge of it´s „know-how“ with innovation and the latest technology. Our client portfolio backs us up, TechRules has earned the trust of prestigious financial institutions around the world.
Since our beginnings we have actively seek the greatest satisfaction of our clients by developing products and services that are innovative and reliable and providing a comprehensive service coherent with the MiFID regulation.
We are committed to the continuous development and training of our people as they are the ones who make it possible to fulfilling this quality policy.The result is a long-term management, based in mutual trust.
Specialties
Investment Proposals, Discretionary Management, Reporting, Risk Analytics, Investment Tools, Business Intelligence, CRM, Financial Planning, Model Portfolios, Funds Reporting, Rebalancing, Data Quality Tool, Task & Alerts, Performance Attribution
