TechRules Case Study

Case Study: Portfolio Advise - a great project

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Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to...

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by TechRules
| 18/10/2019 15:04:39

An international group provider of banking and insurance services to personal, business and institutional customers industrialized its Advisory Portfolio Management for retail banking clients in collaboration with TechRules

With a limited number of employees, the bank can face a large number of clients under Advisory Portfolio Management. Industrialized process enables to provide a high-quality service, increase the number of clients under Advisory Portfolio Management and subsequently generate a higher volume of transactions. 

Since the beginning of the collaboration, TechRules has constantly adapted and improved its service to provide even more sophisticated and industrialized tools to help the bank Retail Business to sustain its profitable growth track. 

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About TechRules
TechRules is a leading consultancy and wealth management software provider for financial entities, focused on the digital transformation in financial services. For more than 20 years TechRules has developed cutting-edge modular and scalable solutions for the whole financial sector: retail and personal banking, private wealth managers, fund managers, IFAs and family offices. TechRules’s flagship solution is Tower: a global comprehensive platform built up with APIs to respond to any final customer demand and to any management process.

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