TechRules

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Overview

Leading consultancy and Wealth Management Software provider for financial entities. We provide WealthTech expertise for business automation at financial entities. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements. TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We develop modular, scalable and APIfied technology to meet customers' specific requirements.We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements.

Solutions for Wealth and Asset Management. We develop modular, scalable and APIfied technology to meet customers' specific requirements.

We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements

Tower: Comprehensive Wealth Management Platform for Advisors and Financial Planners

Robo Advisor: White-Label Discretionary Management Portal

DIY Investors: White-Label Self Directed Investor Software

Model Portfolio Services: Advanced Risk-Rated Model Portfolios

Fund Solutions: Fund Marketing and Reporting Solutions

API based solutions:

Get a complete API solution for a particular task or an entire workflow

Discover our API Library with 200+ APIs and design your tailor-made solution

Complete high-standard API Financial Management Marketplace that comes from over 20 years' experience in digital WealthTech


Advice APIs
Generic APIs
Portfolio Analytics
Model Portfolio
Investment Tools