TechRules ReportingFlexibility and quality in the generation of reports to ensure the success of your investment

At TechRules we are aware that the information that the end client receives is one of the most valuable services for our clients. With more than 20 years of experience in the financial markets, TechRules enables its clients to provide value to final customers using our solid and flexible Reporting tool.

TechRules Reporting provides a competitive advantage to its clients by the creation of accurate and professional reports. Furthermore, enables consolidated reports converting client information into informed investment decisions. Thanks to its wide experience, TechRules provides a broad spectrum of reports which can be used and customized quickly and easily.

TechRules Reporting uses its advanced technology to generate content, graphics, tables and other relevant elements that may be included in your reports. You will be able to tailor your specific needs and requirements while being consistent with the regulation in place such as MiFid.

Report Designer:

Powerful set of tools that enables the user to configure any desired changes without software implementation.

• Independence in the adaptation of different templates for portfolios and proposals reports.

• Flexibility and control on the content and the format of your reports.

Types of Reports Available

1 Portfolio Reporting

Detailed reports on the operations and/or transactions of a particular portfolio or in an aggregate portfolio. Allows customers of any financial institution to test in real time the following issues:

• Strict monitoring of the portfolio.

• Detailed risk analysis throughout their performance.

• Positions and comparisons with a model portfolio or a chosen benchmark.

✔ Sophisticated reports that could be

modified quickly and efficiently.

✔ Fully customized with the requirements

of each entity.

✔ Immediate access through customized

dashboards.

✔ Major differentiation among the market.

✔ Time reduction that will increase

productivity while reducing time.

✔ Cost-effectively.

Benefits

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2 Proposal Reporting

Generates investing recommendations based on each client specific objectives. It includes relevant information in a visual and understandable way: risk profile, assign model portfolio and its composition, as well as a detailed analysis of return and risk of the suggested portfolio.

In addition, TechRules portfolio module, allows online access to their reports and storages them for a later use.

3 Wealth Reporting

Obtain a higher level of customization. Based on its wide range of tailored made reports, TechRules develops fully configurable reports.

Our customers also receive a complete report that allows them to gather commercial and financial information with detailed views of their global wealth.

4 Financial Planning Reporting

According to the financial investment objectives for the medium and long term, financial planning reporting allows clients to achieve their set of objectives for the present or for later retirement.

5 AFP’s Reporting

Personalization and segmentation of the information presented to the client, according to the risk profile, preferences, needs and even financial planning proposals. Shows how saving a determined amount every month, will make possible the achievement of their economic plan for retirement.

Spain T.(+34) 91 357 39 00 marketing@techrules.com www.techrules.com

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