TechRules
CRMLab

 TechRules is a Financial Content solution provider that combines their extensive experience in the financial services market with the development of state-of-the-art technologies. TechRules have evolved as the supplier of quantitative research data to become the reference partner for many Private Banks for the industrialization of their advisory and investment management processes.

Their lean and straight-forward solution "Tower" integrates classical Portfolio Management with a pragmatic KYC solution as well as GIPS compliant performance reporting and MIFID compliant investment suitability checks. The integration of the Tower Solution with the anvalad analytical portfolio enables our joint client base to streamline their advisory capabilities using an easy and fast approach. anvalad acts as TechRules general integration partner for the German, Austrian and Swiss market.

Call us up for a live demo of the integrated products or to learn more about the managed services jointly offered.