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Leading Provider of Wealth Management Solutions
WHYTECHRULES
WHYTECHRULES
� Experts in solutions for Financial Advice
� Independence: TechRules is not related to anyfinancial group
� Cost cutting
� Multiple Sucess Stories in on-line banking, retailand private banking
� Market Data: integrating multiple informationsources and monitoring the quality of data
� Tower: high degree of flexibility for customizationof specific requirements
� Agility: high current functionality
100 % compliance with local regulationa and European one (Mifid)
Accurate investment and patrimonial customer reporting online and in papel with all calculations (VAR, performance, etc) in place.
Generate faster new business with profiling and investment
TechRules, MAIN ADVANTAGESTechRules, MAIN ADVANTAGES
Generate faster new business with profiling and investment proposals proposal module to all existing data base.
Make the best possible decisions for the future with all information in just one single platform.
Single Point Provider
Increase sales and reduce costs
Model Portfolio Consultancy
Advanced proprietary algorithms
Integration with banks systems
TECHRULES BENEFITSFOR THE ENTITY
TECHRULES BENEFITSFOR THE ENTITY
Integration with banks systems
Data Quality Tool
Training for Financial AdvisorsSupport & Maintenance
Reduce operational risk
IMPACT ON CLIENTSIMPACT ON CLIENTS
Transparency, objectivity and consistency of financial advice
Industrialization of the Wealth Management Process
Customizable service and automated monitorization of customers
Total access: multichannel solutions ( web, tablet and mobile)
Intuitive and easy to use interface to save time
TECHRULESLEADERS IN INTEGRAL SOLUTIONS
TECHRULESLEADERS IN INTEGRAL SOLUTIONS
Business LinesBusiness Lines
Online analytical tools for brokers
Wealth Management Solutions
ServicesServices
Fund Reporting Solution
Model Portfolios Consultancy Service
Consultancy DataSupport and Maintenance
MODEL PORTFOLIOS CONSULTANCYStructured advisory service & added value management
MODEL PORTFOLIOS CONSULTANCYStructured advisory service & added value management
Creation and maintenance of model portfolios, as well asdevelopment of executive and commercial reports
• Defining risk profiles and model portfolios
• Classification of the asset universe andselection of benchmarks
• Backtesting possibility to validatesuggested strategies
• Consistent and effective advice
A 360º SOLUTION FOR THE FINANCIAL ADVICEA 360º SOLUTION FOR THE FINANCIAL ADVICE
Tower wins XCelent Award Breadth of Functionality!
Other Key Functionalities:
� Tower AFP
� Tower Mobile
AWARDSAWARDS
Last year TechRules has been recognized as a winner of Celent’s 2013 XCelent Award for the Breath of Functionality for its main integral solution for wealth management, Tower.
The Breadth of Functionality award evaluates the leading European vendors of front office platforms, features, functionality, easy to use, time to market and innovation. and innovation.
Also the study assesses the following additional factors: availability of indicative advanced functionality, technology implementation and delivery, account aggregation and portfolio management via different communication channels.
http://www.bobsguide.com/guide/news/2013/Sep/23/techrules-wins-xcelent-award-breadth-of-functionality-with-tower.html
About Celent:Celent is one of the most highly respected analyst global firms in technology and financial services
www.techrules.com
@ @ @ @ [email protected] � Switzerland (+41) 799 380 114 - Spain (+34) 91 357 3900
