Tech Rules

TechRules, digital customer centric innovation in Wealth and Asset Management. TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied technology to meet customers’ specific requirements. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers. TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements. Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors and Financial Planners, fully integrated with our white label discretionary management Robo Advisor. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance reporting, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities. Empower your advisors with our digital tools and get a full picture of their clients’ situation, to align them with your strategy. This approach reinforces the relationship between your financial industry professionals and your clients, increasing transparency and loyalty. Using robust and state of the art technology to engage with your clients!