Tech Rules

Madrid, Spain Founded: 1999 • Age: 27 yrs Acquired
Wealth Management Software Solutions

About Tech Rules

Tech Rules is a Technology company based in Madrid (Spain) founded in 1999. Wealth Management Software Solutions. The company has since been acquired. Tech Rules offers products and services including Tower, Robo Advisor, Model Portfolios Services, Fund Solutions, and DIY Investors Software. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite.

Company details

TechRules was founded in 1999 in Madrid, Spain, and operates in the financial technology sector. Software solutions for wealth management, financial planning, robo-advisory, portfolio creation, risk management, and reporting are developed and provided to asset managers and financial planners. A tool for generating fund factsheets is also included among the offerings.

  • Headquarters Madrid, Spain
  • Stage Acquired
  • Sectors
    Technology
  • Phone
    •••• ••••
  • Website techrules.com
  • Social LinkedIn

Products & Services of Tech Rules

Tech Rules offers a comprehensive portfolio of products and services, including Tower, Robo Advisor, Model Portfolios Services, Fund Solutions, and DIY Investors Software.

Tower
Wealth Management Platform

Comprehensive platform for advisors and financial planners management.

Robo Advisor
Automated Investment Service

White-label portal for discretionary portfolio management services.

Model Portfolios Services
Portfolio Management Tool

Advanced risk-rated portfolios for investment strategy optimization.

Fund Solutions
Fund Management Software

Solutions for fund marketing and reporting to financial entities.

DIY Investors Software
Self-Directed Investing Tool

White-label software for individual investor portfolio management.

API Library
Integration Services

Library with over 200 APIs for customized financial solutions.

Web traffic of Tech Rules

The website of Tech Rules (techrules.com) receives about 4.1K visits a month.

  • Monthly visits
    4.1K

    ▼ 47.6% vs previous month

Similar websites

Websites whose visitors overlap most with Tech Rules. Affinity shows how closely the audiences match.

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nb.com
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233.7K#225,259View details
morganstanley.com
92%
4.7M#14,250View details
envestnet.com
75%
537.1K#72,822View details
ml.com
74%
15.7M#3,283View details
cfainstitute.org
73%
5.8M#12,959View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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  • Audience overlap
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Related news about Tech Rules

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Frequently Asked Questions about Tech Rules

Tech Rules was founded in 1999.

Tech Rules is headquartered in Madrid, Spain. It is registered at Madrid, Madrid, Spain.

TechRules was founded in 1999 in Madrid, Spain, and operates in the financial technology sector. Software solutions for wealth management, financial planning, robo-advisory, portfolio creation, risk management, and reporting are developed and provided to asset managers and financial planners. A tool for generating fund factsheets is also included among the offerings.

Tech Rules offers Tower, Robo Advisor, Model Portfolios Services, Fund Solutions, and 2 more products and services.

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