TechRules Financial Solutions
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Transcript of TechRules Financial Solutions
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• TechRules
– TechRules
• TechRules
Nuestras soluciones
Leading provider of integral solutions for Wealth Management
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More than 25 years providing innovative
financial solutions
BUSINESS DIVERSIFICATION
Growth
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Multichannel solutions for the industrialization ofWealth Management
Service vs. Product oriented solutions
Cost reduction
Transparency
Objectiveness
Scalability
Compliance
TECHRULES BENEFITS
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International presence for more than 15 years
•Spain
•UK
•Chile
•Colombia
•Germany
•Peru
•Mexico
•Switzerland
•Italy•Belgica
GLOBAL PRESENCE
•Uruguay
• India
•Brasil
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Multichannel solutions for the industrialization of wealth management
Single Point Provider
Business Model Consultancy
Model Portfolio Consultancy
Advanced proprietary algorithms
Integration with banks systems (BO, CRM, ...)
Data Quality Tools
Training for financial advisors
Support & Maintenance
PROVIDING VALUE TO OUR CUSTOMERS
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Business Lines
Services
Online analytical tools for brokers
Wealth Management Solutions
Fund Reporting Solution
Model Portfolios Consultancy Service
Innovation Strategy Consultancy
Consultancy DataSupport and Maintenance
LEADERS OF INTEGRAL SOLUTIONS
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INNOVATION STRATEGY CONSULTANCY
We design the strategy for each entity providing value through ourinnovation process
TechRules analyzes, process and organizes all the information
received by the client to meet their objectives
Participatory innovation by employees and customers, aligned with
the strategies and objectives of the entity
Some of the used techniques such as: “What If” and “Thinking Reverse”
High-level and strategy consultancy focused on innovation and achievement of the entity’s objectives
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INVESTMENT TOOLS
ADVISORSADVISORS
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MODEL PORTFOLIOS CONSULTANCY
Consistent and effective advice
Participates in the creation and maintenance of model portfolios, aswell as in the development of executive and commercial reports
Classification of the asset universe and selection of benchmarks
Defining risk profiles and model portfolios
Defining the ranking of products and reports
Optimization, reports and maintenance of model portfolios
Structured advisory service and added value management
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FUND REPORTING
Web-based, scalable and integral solution
Consolidate both internal and external data vendor’s feeds
Perform advanced risk and return calculations
Promote your funds avoiding complex time consuming tasks
Integrates funds information and automates reporting and analytical processes
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COMPLETE & DIFFERENTIAL SERVICE
New Functionalities 2012
Transfer of Funds: Tax and Capital Gains
Portfolio Management Fees
Tower AFP
Tower for Ipad and Iphones
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Experts in financial advice
Independence: TechRules is not related to any
financial group
Single Point Provider
Multiple Success stories in on-line banking,
retail banks and private banking
Market Data: integrating multiple information
sources and monitoring the quality of data
Tower: high degree of flexibility forcustomization of specific requirements
Agility: high current functionality
WHY TECHRULES?
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• TechRules
– TechRules
• TechRules
Nuestras soluciones
C/ Cáceres 2-A, Pozuelo de Alarcón 28223, Madrid - Spain @ [email protected] ((+34) 913573900
www.techrules.com