TechRules Financial Solutions

• TechRules

– TechRules

• TechRules

Nuestras soluciones

Leading provider of integral solutions for Wealth Management

More than 25 years providing innovative

financial solutions

BUSINESS DIVERSIFICATION

Growth

Multichannel solutions for the industrialization ofWealth Management

Service vs. Product oriented solutions

Cost reduction

Transparency

Objectiveness

Scalability

Compliance

TECHRULES BENEFITS

International presence for more than 15 years

•Spain

•UK

•Chile

•Colombia

•Germany

•Peru

•Mexico

•Switzerland

•Italy•Belgica

GLOBAL PRESENCE

•Uruguay

• India

•Brasil

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

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

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

INVESTMENT TOOLS

ADVISORSADVISORS

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

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

COMPLETE & DIFFERENTIAL SERVICE

New Functionalities 2012

Transfer of Funds: Tax and Capital Gains

Portfolio Management Fees

Tower AFP

Tower for Ipad and Iphones

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?

• TechRules

– TechRules

• TechRules

Nuestras soluciones

C/ Cáceres 2-A, Pozuelo de Alarcón 28223, Madrid - Spain @ [email protected] ((+34) 913573900

www.techrules.com