TECHRULES

Founded in 1999, TechRules provides wealth management software and services to financial entities. TechRules' modular, scalable, and flexible architecture, on-premise or SaaS, addresses clients' specific advisory, discretionary, or execution requirements in a single solution. Its core platform, Tower, includes digital onboarding, automated investment proposals, automated trading, portfolio rebalancing, and reporting. TechRules also offers robo and hybrid-enabled advisor models, bespoke portfolio management tools, model portfolio services, and fund solutions.