A True Virtual Workspace For Wealth Professionals
Move Your Business Online

Professionalize your digital engagement with FinancialRuler. All-in-one fintech solution for wealth management professionals.

Biggest insurance products repository
Time Saver, Increasing Productivity
Smart Card That Wows
Data that makes sense using public and private information
Improve sales using factual data, no more second guessing or estimating

Drop us a note and learn how we can make you more productive as easy as A-B-C

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Social Connectivity

DIGITAL NAMECARD

Stand out from the crowd and make physical namecards a thing of the past!


Scan, link or forward your socials to prospects / clients digitally or in person.

Time Saving

We Are {API} Ready

< when you are >

With FinancialRuler's API, get financial data from anywhere in the world. Provide your customers with financial data promptly and accurately.

Time Saving

We Are {API} Ready

< when you are >

With FinancialRuler's API, get financial data from anywhere in the world. Provide your customers with financial data promptly and accurately.

Work Remotely

Your Digital Workspace

Break through traditional silos and digitalize your business with FinancialRuler! With our cloud based approached to financial planning, manage your clients and deliver stunning presentations through our platform!

Augmented Intelligence

Massive Aggregated Data At A Glance

Our technology suite of automation methologies, reliable augmented intelligence and data solutions makes advisors smarter to help tackle specific business challenges.

Augmented Intelligence

Massive Aggregated Data At A Glance

Our technology suite of automation methologies, reliable augmented intelligence and data solutions makes advisors smarter to help tackle specific business challenges.

Appointment Automation

CRM, sCRM, CEM, CXM

Forge stronger relationships with your clients or prospects with FinancialRuler's intuitive CRM tools.


Close more deals and grow your business with FinancialRuler today!

Appointment Automation

CRM, sCRM, CEM, CXM

Forge stronger relationships with your clients or prospects with FinancialRuler's intuitive CRM tools.


Close more deals and grow your business with FinancialRuler today!

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Why People Love Us

Why People Love Us

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