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
Comprehensive Wealth Management Platform for Advisors and Financial Planners
White-Label Discretionary Management Portal
Advanced Risk-Rated Model Portfolios
Fund Marketing and Reporting Solutions
White-Label Self Directed Investor Software
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.
Would you like to know more about APIs?
Download our whitepaper to learn more
TechRules in numbers
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. Powerful algorithms to store and guarantee the protection of sensible data. We follow the highest standards of security imposed by worldwide regulations.
TechRules develops always with safety in mind.
Crowned: Best client reporting 2020
Wealth Breafing Swisss awards 2020
Shorlisted: Best Client reporting, risk management an most innovative Fintech solution
Wealth Breafing Europe awards 2020
Selected as one of the top 10 Wealth Management Solutions
CIO Top 10 Wealth Management Solutions
Shortlisted: Best front office solution and best marketing campaign
Wealth Breafing Europe awards 2019
Selected as one of the top 100 WealthTech companies 2019
Technology Innovators awards
Some of our clients
Questions?We have answers
Descargue nuestra guía completa de APIs
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