White Label DIY Investment Platform

A full overview of the market and your portfolios

TechRules proprietary algorithms, risk-analyses and backward/forward testing, will help your clients to get an up-to-date and accurate portfolio overview at their fingertips. Create your advanced toolbox with performance, risk- and market- data analysis with a user-friendly design to help your customers make better investment decisions. Take advantage of the increasing trend towards customers who are keen to formulate their own investment strategies and make intelligent investment decisions.

Improve your investment portfolios:

Portfolio-management system
Automated alerts
Risk metrics
Investment opportunities

Financial planning tools
Multiple-asset screener
Artificial intelligence

Do you need answers?

Portfolio Manager

Our Portfolio Manager provides you with transparent, objective analysis to assess private investors and advisors, compare funds and understand the drivers of market performance. This analysis reveals an exclusive overview and can help you to obtain optimal recommendations. It adds holding-based and return-based analysis across all markets and portfolios.

Portfolio Management and Rebalancing: Professional tools to design and manage investment portfolios
Reporting: Advanced quantitative asset-analysis tools
Monitoring and alerts: Notifications of changes to the portfolio
KPI & Portfolio Measurement: Monitoring of the portfolio selection with methodology-based indicators

Full Integration of Portal Tools
Portfolio Optimiser: simple, effective tool to improve the portfolio’s performance
Financial Planning: user organiser for finances for targeted goals: lets the user organise their own finances

Market Analysis

Market analysis provides you with a holistic, or well-rounded picture of the markets in which you are interested in operating. The components of the analysis include several evaluation tools.

Watch-list: List of various assets and information from main exchanges.
Comparison tool: Compare various assets to select the best one for your needs
Asset Screener: multi-option asset filter by filtering by market, fund-manager or currency
Market Research: Monitor changes, trends and risk-tracker of the main world markets

Portfolio Specific News: Local or international market news from social media or a specific source.
Investment Ideas: AI and Machine-Learning algorithm to find the most suitable assets for the investment portfolio
Favourite Assets: personal list of assets to monitor their performance via our T-report
Charts: data viewer of any asset and market performance to make better investment decisions