In this case study, TechRules looks at the results of the implementation of its investment
platform and the benefits it brought to wealth advisers and managers.
The case study focuses on the flexibility of the platform, as it supports adviser firms in their
digitalisation of the investment process. “With TechRules, you get access to an adaptable
and customisable process that meets your business requirements in an ever-changing
world”, reads the report.
The platform includes Advisory, Discretionary and Execution and is completed by a white-label Robo-adviser developed to adapt to the needs, platforms, and systems of the user through APIs or actual developed fronts.
Learn more about this all-in-one platform in the image below!