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
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IT

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Market Data

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Custodians y OMS

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Electronic Signature

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Our solutions

A holistic WealthTech approach to solve our customers’ specific demands

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Tower

Wealth Management Platform for Advisors and Financial Planners

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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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