Who Uses This Software?

TechRules partners major financial institution, Retail Banking, Asset & Portfolio Managers, Fund Managers, Personal Banking, Family Offices, IFAs, Private Banking, Private Wealth Managers.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
  • Support
    24/7 (Live Rep)

Vendor Details

  • TechRules
  • www.techrules.com
  • Founded 1999
  • Spain

About TechRules Tower

TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution.

TechRules Tower Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

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