Basic info
Industry
financial services
Sectors
Advanced consultancy
Reporting
Financial Planning
Task & Alerts
Roboadvisor
Risk Analytics
Software
Private banking
compliance
Discretionary management
Rebalancing
Machine learning
Funds Reporting
API
CRM
Model Portfolios
Performance Attribution
Retail banking
Discretionary Management
Advisory
Investment Tools
Informe de cartera
Gestión de carteras
regulation
AI
Investment Proposals
Mifid II
MiFIDII
Financial Services
Asset management
reporting
FinTech
Business Intelligence
Digital Solutions
Apps
Date founded
1999
Funding rounds raised
T
Techrules.com raised undisclosed on November 20, 2015
Investors: Desafía San Francisco (née Spain Tech Center)