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

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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 solution

A complete high-standard API Financial Management Marketplace coming out of our more than 20 years of experience in digital WealthTech.

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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
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
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TechRules

Awards

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Crowned: Best client reporting 2020

Wealth Breafing Swisss awards 2020

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

Wealth Breafing Europe awards 2020

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Selected as one of the top 10 Wealth Management Solutions

CIO Top 10 Wealth Management Solutions

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Shortlisted: Best front office solution and best marketing campaign

Wealth Breafing Europe awards 2019

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Selected as one of the top 100 WealthTech companies 2019

Technology Innovators awards

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Crowned: Best client reporting 2020

Wealth Breafing Swisss awards 2020

Some of our clients

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Questions?
We have
answers