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TechRules crowned “Best CRM System” at the WealthBriefing Swiss Awards 2021

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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
| 24/02/2021 12:00:00

We are proud to announce that we have won this prestigious award that recognizes our team as the creators of the best CRM system for the wealth management industry

This is the eighth edition of this kind of programme that honours the industry figures and firms that have demonstrated an excellent performance in this past 2020. Despite the external factors that have made a huge impact on almost every company in the world, our team has managed to keep innovating and improving all our solutions, offering the best service to its clients. 

Our CRM System has been highlighted in this award thanks to its renewed features. Thanks to this system,  wealth managers can get a 360 view of the customer’s personal, financial and wealth information and prioritise all commercial activities to put forward proposals. This is definitively something that allows advisers to proactively anticipate customer needs. Client monitoring, touch points to measure all the commercial data and its integrations with a great amount of modules are some of the features that have made the judges decide to give TechRules this recognition. 

TechRules´CEO, Jaime Bolivar, is clearly proud of his team: “I am glad that we have accomplished most of our 2020 goals and we have been awarded for it. But it is essential to keep improving, to be aware of the innovations in this fast-change sector and work to get the best service to our clients”.


  • Client dashboards containing a 360º view of all the financial data of a customer
  • Touchpoints to measure all the commercial activity
  • Client Alerts to record prioritised activities in the advisor’s calendar
  • Schedule management based on prioritizing tasks, alerts, and touchpoints
  • Individual management and advice for each customer and portfolio
  • Scheduling the automatic delivery of information to customers 
  • Client Monitoring to track and adjust all the client data
  • Integrated with the Risk Profile Questionnaire module
  • Integrated with the Proposal Investments and Financial Planning moduleIntegrated with the Portfolio Management 
  • Integrated with the backend of a entity to generate onboarding related alerts and status updates from Tower CRM (alerts, calculations) to a bank’s CRM system
  • Integrated with third party CRM system (Salesforce integration available)
  • The Marketing campaigns module is already in the pipeline and will be available soon.

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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