TechRules
Financial Software · Spain · 51-200 Employees
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Overview
Headquarters
Calle Virgilio 2, Pozuelo de Alarcon, Ma...Phone Number
+34 913573900Website
www.techrules.comRevenue
$26.6 MillionIndustry
About TechRules
Univeris offers a comprehensive portfolio management platform, Univeris Advisor, designed for dealers, wealth managers, and insurance professionals to enhance operational efficiency and client engagement. The platform integrates various advisory processes, automates routine tasks, and provides analytics to help firms scale their operations effectively. With a focus on digital transformation, Univeris also offers Univeris Enterprise for broader wealth management needs and APIs for seamless integration with existing systems. Their solutions cater to a diverse clientele, including MFDA and IIROC dealers, as well as firms utilizing digital, hybrid, and traditional advice models.Explore more
TechRules Org Chart
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TechRules Tech Stack
A closer look at the technologies used by TechRules
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Univeris offers a comprehensive portfolio management platform, Univeris Advisor, designed for dealers, wealth managers, and insurance professionals to enhance operational efficiency and client engagement. The platform integrates various advisory processes, automates routine tasks, and provides analytics to help firms scale their operations effectiv... Read More
