Overlay intelligence—right inside your pricing workflow.
Price only matters if your client qualifies. TheRuleTool helps you confirm qualification with confidence.
Why TheRuleTool + Optimal Blue:
- Real-time overlay intelligence: Apply investor, compliance, and risk overlays as you price.
- Unified workflow: Say goodbye to cross-referencing multiple systems.
- Proactive risk identification: Catch market or eligibility risks before they impact your pipeline.
Ready to add TheRuleTool or see it in action?
Reach out to contactus@theruletool.com for more information.