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TechRules & Sinqia partner for the Brazilian Wealth Management Market

By Edlyn Cardoza

August 26, 2021

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TechRules, Sinquia, Brazil, Wealth Management and Private Banking, USATechRules and Sinqia S.A., providers of technology for the financial market, recently announced that they signed a partnership contract to offer combined back and front solutions for the wealth management of financial entities, covering all the lifecycle of financial advice.

Sinqia´s Product Manager, Marcelo Duarte, says that getting into the Brazilian market is not easy and that this union is “a perfect marriage” since the solutions offered by both companies complement each other and did not have “any solution focused in the wealth management segment in Brazil with a scope like TechRules has”.

With this partnership, Sinqia now offers solutions through state-of-the-art APIs for the private wealth service, including managing big fortunes, reinforcing its plan to expand the segments in which it operates, complementing the solutions for Asset Managers, Private Banking, Family Offices and Advisors. For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.

TechRules is present in more than 19 countries, and its solutions have more than 2 million final users. In more than 20 years offering modular, scalable, and amplified solutions based on artificial intelligence, they have become a FinTech worldwide benchmark in wealth management. And they keep searching for strategic partnerships that make them grow, expand, and continue innovating to offer the best service to their clients.

Sinquia, a Brazil-based company, has more than 25 years of experience and is one of the biggest FinTechs in the world, with more than 1.300 employees and more than 110.000 shareholders. An innovative profile makes Sinquia a benchmark for pioneering technology companies investing in the stock market. For TechRules, it is a key opportunity to grow: “this union will also set the course of the future in the Wealth Management segment, as has happened on other occasions internationally”.

This international partnership between TechRules and Sinqia has been mentioned in several media. It is going to highlight the growth that the Latin American group is going to achieve thanks to TechRules wealth management software and investment tools.

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