A solid ecosystem with great partnerships to improve business performance

More than two decades of work have made us build this great community where excellence, quality and customer satisfaction are key for growth. The wide variety of our standardized integrations allow us to have wealth management solutions that ease the work of advisers and permit a faster and more efficient financial advice.

Integrations

HOSTING AND COMMUNICATION SERVICES

MARKET DATA

CUSTODIANS AND OMS

ELECTRONIC SIGNATURE

REPORTING & BUSINESS INTELLIGENCE

ONBOARDING

BLOCKCHAIN

OPEN BANKING

COMMUNICATION

LEGAL DOCUMENTATION

ESG

CRM

Delivery

In a constantly changing digital environment, in which only the best wealth management softwares can survive, delivery is key. The industry demands immediacy and so the clients. And this is why we have integrated our wealth management tools with partners that make our financial solutions even more accurate, scalable and complete than ever.

Our Partners

We have been searching for the best third-party solutions to integrate them with our state-of-the-art wealth management software. Like TechRules, all our partners follow the best security and quality standards to ensure a seamless experience that is absolutely customer-focused. As the leading integration partner for financial firms, we make it quick and easy for our customers to introduce robust new services and functions.

Would you like to know more about TechRules and our solutions?

Download our case study here

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