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

Tower

Comprehensive Wealth Management Platform for Advisors and Financial Planners
serv1

Robo Advisor

White-Label Discretionary Management Portal
serv1

Model Portfolio Services

Advanced Risk-Rated Model Portfolios
serv1

Fund Solutions

Fund Marketing and Reporting Solutions
serv1

DIY Investors

White-Label Self Directed Investor Software
serv1

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
bg1

Would you like to know more about APIs?

Download our whitepaper to learn more

Download PDF
serv1

TechRules in numbers

20+ Years of experience
19 Countries
77600+ Advisers
1945000+ 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.

award

TechRules

Awards

award

Crowned: Best CRM System

Wealth Briefing Swiss awards 2021

award

Crowned: Best client reporting 2020

Wealth Briefing Swiss awards 2020

award

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

Wealth Briefing Europe awards 2020

award

Selected as one of the top 10 Wealth Management Solutions

CIO Top 10 Wealth Management Solutions

award

Shortlisted: Best front office solution and best marketing campaign

Wealth Briefing Europe awards 2019

award

Selected as one of the top 100 WealthTech companies 2019

Technology Innovators awards

award

Crowned: Best client reporting 2020

Wealth Briefing Swiss awards 2020

Some of our clients

  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo
  • logo

Questions? We have answers