Company Website: www.techrules.com
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 solutions to meet customers’ specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers.
Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. 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 and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities.
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 and market requirements.
We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client’s team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project.
Our mission is to empower advisors with our digital tools so they can get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.
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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