Solutions for Wealth and Asset Management

TechRules is a leading consultancy and Wealth Management Software provider for financial entities. We develop modular and scalable technology to solve precise customer’s needs

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Comprehensive Wealth Management Platform for Advisors and Financial Planners
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Robo Advisor

White-Label Discretionary Management Portal
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Model Portfolio Services

Advanced Risk-Rated Model Portfolios
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Fund Solutions

Fund Marketing and Reporting Solutions
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DIY Investors

White-Label Self Directed Investor Software
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Our API library

Discover our API Library with 200+ APIs and design your tailored-made solutionA complete high-standard API Financial Management Marketplace coming out of our more than 20 years of experience in digital WealthTech.See more
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Would you like to know more about APIs?

Download our whitepaper to learn more

Download PDF
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TechRules in numbers

20+ Years of experience
19 Countries
136185+ Advisers
2115000+ End-users

Benefits

  • ico1Custom options and solutions
  • ico2Advanced Algorithms
  • ico3AI & Machine Learning
  • ico4Full Responsive
  • ico5Full development
  • ico6Hosting SaaS, PaaS or On Premise
  • ico73rd Party Fintech Integration
  • ico8Digital Transformation

Security

TechRules ensures that your customer data has the highest level of protection and it is compliant with the internationally recognized standard of excellence for information security.

TechRules develops always with safety in mind.

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TechRules

Awards

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Crowned: Best CRM System

Wealth Briefing Swiss awards 2021

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Selected as one of the top 100 WealthTech companies 2021

Technology Innovators awards

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Crowned: Best client reporting 2020

Wealth Briefing Swiss awards 2020

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Shortlisted: Best front office solution and best marketing campaign

Wealth Briefing Europe awards 2019

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Shortlisted: Best Client reporting, risk management an most innovative Fintech solution

Wealth Briefing Europe awards 2020

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Selected as one of the top 100 WealthTech companies 2019

Technology Innovators awards

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Selected as one of the top 10 Wealth Management Solutions

CIO Top 10 Wealth Management Solutions

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Crowned: Technology Innovator 2019

CV Magazine

Some of our clients

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