TechRules Case Study

Security: gaps and solutions for the optimal performance of financial institutions

Share this resource

Leading digital transformation in wealth and asset management

View Solution Provider Profile

Connect with TechRules

TechRules quick links



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...

view solution
by TechRules
| 03/02/2023 16:00:00

Security has always been one of the fundamental pillars of wealth management and is becoming more and more important in FinTech companies.

In this case study, TechRules exemplifies its use of Tower, a wealth management software, to prevent reputational and discredit losses, as well as data losses. For that, Tower is prepared to tackle all key aspects that affect security, from product design to implementation, in order to deliver our financial software with the strictest security criteria in the industry.

Click on the image below to download the full case study.