TechRules


1st January, 1970

TechRules

Company Website: www.techrules.com


TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied solutions to meet customers’ specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers.

Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities.

TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory and market requirements.

We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client’s team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project.

Our mission is to empower advisors with our digital tools so they can get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.

SPONSORSHIP OPPORTUNITIES

Arena’s business-to-business events offer a myriad of opportunities for sponsors and exhibitors to drive their businesses forward.
Our sponsorship packages help companies educate ther target market on key industry issues and spread brand awareness throughout the
industry.

If you want to discuss how we can help you generate leads and add-value to your corporate and brand image please contact:

Paul Adams
pauladams@arena-international.com
+44 (0)20 7936 6948

Speaker opportunities

We identify and invite individuals we believe to be the best speakers in the market, if you think you can make a difference to the quality of our events please contact:

Chloe Roberts
E: Chloe.Roberts@arena-international.com
T: +44 (0)207 936 6822