techrules 2013
TRANSCRIPT
Leading Provider of Wealth
Management Solutions
BUSINESS DIVERSIFICATION
More than 25 years providing innovative
financial solutions
Single Point Provider
Increase sales and reduce costs
Model Portfolio Consultancy
Advanced proprietary algorithms
Integration with banks systems
Data Quality Tool
Training for Financial Advisors Support & Maintenance
BENEFITS FOR THE ENTITY
Reduce operational risk
BENEFITS FOR YOUR CLIENT
Transparency, objectivity and consistency of financial advice
Customizable service and automated monitorization
Total access: multichannel solutions ( web, tablet and mobile)
Intuitive and easy to use interface
Industrialization of the Wealth Management Process
GLOBAL PRESENCE
International presence for more than 15 years
Spain
UK
Chile
Colombia
Germany
Peru
Mexico
Switzerland
Italy
Belgium
India
Brasil
Dubai
Turkey
Panama
Luxembourg
Dominican
Republic
TECHRULES LEADERS IN INTEGRAL SOLUTIONS
Business Lines
Services
Online analytical tools for
brokers
Wealth Management
Solutions
Fund Reporting
Solution
Model Portfolios
Consultancy Service
Consultancy Data Support and
Maintenance
A 360º SOLUTION FOR THE FINANCIAL ADVICE
Other Key Functionalities:
Tower AFP
Tower Mobile Watch Video
MODEL PORTFOLIOS CONSULTANCY Structured advisory service & added value management
Creation and maintenance of model portfolios, as well as
development of executive and commercial reports
• Defining risk profiles and model portfolios
• Classification of the asset universe and
selection of benchmarks
• Backtesting possibility to validate
suggested strategies
• Consistent and effective advice
FUND REPORTING Data Warehouse for Asset Management
Integrates funds information and automates reporting and analytical
processes
• Web-based, scalable and integral solution: Dynamic & Static Factsheets
• Consolidates both internal and external data vendor’s feeds. Advanced
risk and return calculations
• Intuitive interface with user-configurable views
• Promote your funds avoiding complex time
consuming tasks
INVESTMENT TOOLS Online analytical tools for Online Brokerage
Risk control using
quantitative methods to
obtaining market
information in a fast and
objective way.
Ready for end users!
Video
WHY TECHRULES
Experts in Financial Advice
Independence: TechRules is not related to any
financial group
Cost cutting
Multiple Sucess Stories in on-line banking, retail
and private banking
Market Data: integrating multiple information
sources and monitoring the quality of data
Tower: high degree of flexibility for customization
of specific requirements
Agility: high current functionality
