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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

Robo Advisor

White-Label Discretionary Management Portal

Model Portfolio Services

Advanced Risk-Rated Model Portfolios

Fund Solutions

Fund Marketing and Reporting Solutions

DIY Investors

White-Label Self Directed Investor Software

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.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules in numbers

20+
Years of experience

19
Countries

77600+
Advisers

1945000+
End-users

Benefits

Custom options and solutions
Advanced Algorithms
AI & Machine Learning

Full Responsive
Full development
Hosting SaaS, PaaS or On Premise

3rd Party Fintech Integration
Digital 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.
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.