Your platform tailor-made to suit your unique business model

Our flexibility enables our clients to build a customised digital Wealth & Asset Management ecosystem based on their specific needs. In a complex technological environment, an excellent user experience becomes key to empowering your business.

TechRules’ core Integrations

The wide variety of our platform’s integrations allows us to have a robust solution that eases the work of advisers and permits a faster and more efficient portfolio management. Improve processes with your clients by having a digital signature, Blockchain, KYC or AML. We have standardized APIs for integration with other systems

IT

Amazon AWS
Microsoft Azure
Telefónica International
Data Center Global Switch
British Telecom
IBM
Google

Market Data

Six Telekurs
Pip
Valmer
Morningstar
Bloomberg
Interactive Data (IC Data Services)
PIPCA
Santiago de Chile stock exchange
Inversis
Madrid stock exchange
Chile Central Bank
FTSE Russell
ALLFunds
Refinitiv

Custodians y OMS

Saxo Bank
Pershing
P35
UBS Suiza
Inversis
Mutuactivos
RD

Electronic Signature

Logalty
Finveris
Evicertia

Our solutions

A holistic WealthTech approach to solve our customers’ specific demands

Tower

Wealth Management Platform for Advisors and Financial Planners

Wealth & Asset Management Automation

Create an advisory process that combines both human and digital approches for every type of segment, using automated solutions

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Robo Advisor

White-Label Discretionary Management Portal

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APIs

Solutions towards a digital transformation in Wealth Management

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DIY Investors

White-Label Self-Management Investor Portal

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Fund Solutions

Fund Marketing and Research Solutions

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Model Portfolio Services

Advanced Risk-Rated Model Portfolios

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Questions? We have answers