Tower

Tower

TechRules
+
+

Related Products

  • AlternativeSoft
    19 Ratings
    Visit Website
  • FundCount
    11 Ratings
    Visit Website
  •  monday sales CRM
    1,235 Ratings
    Visit Website
  • Sage Intacct
    6,699 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • HubSpot CRM
    22,740 Ratings
    Visit Website
  • InfoFlo
    188 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Shape Software
    124 Ratings
    Visit Website
  • monday.com
    21,922 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Firms and companies in need of a wealth management platform to improve their operations

Audience

Organizations looking for an advanced Wealth Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AdvisorEngine
United States
www.advisorengine.com

Company Information

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
enVisual360

enVisual360

enSynergy Professional Services
NexJ CRM

NexJ CRM

NexJ Systems Inc.
eMoney

eMoney

eMoney Advisor
eMoney

eMoney

eMoney Advisor

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim AdvisorEngine and update features and information
Claim AdvisorEngine and update features and information
Claim Tower and update features and information
Claim Tower and update features and information