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Teleo Capital Management Acquires Wealth Management Software Firm TechRules.

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Vincent

MANews-(C)2009-2022

US-based Teleo Capital Management, LLC has acquired Spanish wealth management software solutions provider TechRules, S.A., a provider of global wealth management software solutions.

TechRules will be merged with Univeris, an existing Teleo portfolio company.

Based in Madrid, Spain, TechRules provides front office financial software solutions for retail and personal banking, private wealth managers, fund managers, asset and portfolio managers, independent financial advisors, and family offices across Europe, North America, and Latin America.

Founded in 1999, TechRules provides wealth management software and services to financial entities.

TechRules' modular, scalable, and flexible architecture, on-premise or SaaS, addresses clients' specific advisory, discretionary, or execution requirements.

Its core platform, Tower, includes digital onboarding, automated investment proposals, automated trading, portfolio rebalancing, and...

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