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Leading digital transformation in wealth and asset management

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Model Portfolios Services

Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage...

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Tower

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
| 24/04/2020 12:00:00

Welcome to the digital revolution of TechRules

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