TechRules Information

TechRules (www.techrules.com) leading the digital revolution in Wealth and Asset Management. TechRules provides WealthTech expertise for business automation at financial entities. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements. Títle: Solutions for Wealth and Asset Management TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We develop modular, scalable and APIfied technology to meet customers' specific requirements. We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements. Tower: Comprehensive Wealth Management Platform for Advisors and Financial Planners Robo Advisor: White-Label Discretionary Management Portal DIY Investors: White-Label Self Directed Investor Software Model Portfolio Services: Advanced Risk-Rated Model Portfolios Fund Solutions: Fund Marketing and Reporting Solutions Get a complete API solution for a particular task or an entire workflow! Complete high-standard API Financial Management Marketplace that comes from over 20 years' experience in digital WealthTech. TechRuesl Awarded: Best client reporting 2020 !!