financial solutions

2000

From our experience in the field we had detected a financial entities’ need: giving their clients better financial advisory service. So in 2000 TechRules was born as an ETS spin-off. It provides all the technological solutions that a financial institution may need to automate wealth management, making it more cost-effective and adjusted to goals both of the client and the entity.

1,697,597

Clients

1,397,477

Client portfolios

44,178

Financial advisors using our solutions

13

Countries

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