TechRules, solid experience and advanced technology in Wealth Management are our main strengths to grow and improve the business of our customers. Our integral and straight-forward solution "Tower" integrates classical Portfolio Management with a pragmatic KYC solution as well as GIPS compliant performance reporting and MIFID compliant investment suitability checks.
For over 20 years top financial institutions had relayed in us due to a modular web solution, with SOA services, that allows financial advisors to provide a differentiated service optimizing investment proposals, monitoring of portfolios and report generation. We provide institutions with efficient, objective, transparent and client orientation tools to grow.