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TechRules S.A.

Calle Caceres 2A
ZIP Code

Company Profile:
TechRules, solid experience and advanced technology in Wealth Management are our main strengths to grow and improve the business of our customers. Our integral and straight-forward solution "Tower" integrates classical Portfolio Management with a pragmatic KYC solution as well as GIPS compliant performance reporting and MIFID compliant investment suitability checks. 

For over 20 years top financial institutions had relayed in us due to a modular web solution, with SOA services, that allows financial advisors to provide a differentiated service optimizing investment proposals, monitoring of portfolios and report generation. We provide institutions with efficient, objective, transparent and client orientation tools to grow.

TechRules, experts in Financial Solutions for Wealth Management.

What we offer:
TechRules offers its clients a complete portfolio of solutions in order to make the wealth management cycle more efficient and scalable.

Our variety of products ranges from the wealth management, the construction, monitoring and control of model portfolios, to the elaboration of investment proposals, promoting the growth and profitability of your business

What we are looking for:
Our target market and clients includes; private banking, retail banking, wealth management´s, asset management’s, independent financial advisors and family offices.

  • Tools and Solutions for Business
    • CRM
    • Business Intelligence
    • Data Warehouse
    • Business applications
    • Mobile applications
    • IT services
    • Business consultancy


Mr Jaime Bolivar

Managing Director

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