TechRules’ core Integrations

The wide variety of our platform’s integrations allows us to have a robust solution that eases the work of advisers and permits a faster and more efficient portfolio management. Improve processes with your clients by having a digital signature, Blockchain, KYC or AML. We have standardized APIs for integration with other systems
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IT

  • Amazon AWS
  • Microsoft Azure
  • Telefónica International
  • Data Center Global Switch
  • British Telecom
  • IBM
  • Google
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Market Data

  • Six Telekurs
  • Pip
  • Valmer
  • Morningstar
  • Bloomberg
  • Interactive Data (IC Data Services)
  • PIPCA
  • Santiago de Chile stock exchange
  • Inversis
  • Madrid stock exchange
  • Chile Central Bank
  • FTSE Russell
  • ALLFunds
  • Refinitiv
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Custodians and OMS

  • Saxo Bank
  • Pershing
  • P35
  • UBS Suiza
  • Inversis
  • Mutuactivos
  • RD
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Electronic Signature

  • Logalty
  • Finveris
  • Evicertia
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Our solutions

A holistic WealthTech approach to solve our customers’ specific demands
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Tower

Wealth Management Platform for Advisors and Financial PlannersSee more about our Wealth Management Software 

Wealth & Asset Management Automation

Create an advisory process that combines both human and digital approches for every type of segment, using automated solutions
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Robo Advisor

White-Label Discretionary Management PortalSee more
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APIs

Solutions towards a digital transformation in Wealth ManagementSee more
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DIY Investors

White-Label Self-Management Investor PortalSee more
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Fund Fact Sheet Automation

Fund Marketing and Research SolutionsSee more about our Fund Solutions
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Model Portfolio Services

Advanced Risk-Rated Model PortfoliosSee more
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