TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We have over 20 years of experience. We develop modular, scalable and API-enabled 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 expert and personalised business automation solutions for financial entities. Our modular and API-enabled 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 – amongst many other functionalities.
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If you want to discuss how we can help you generate leads and add-value to your corporate and brand image please contact:
+44 (0)20 7936 6948