Tower

Tower

TechRules
eMoney

eMoney

eMoney Advisor
Tower eMoney

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Tower:

About

Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle 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 get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services.
eMoney:

About

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
Tower:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
eMoney:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Tower:

Audience

Organizations looking for an advanced Wealth Management solution
eMoney:

Audience

Financial advisors that need a CRM solution to improve and manage all their operations
Tower:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported
eMoney:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Tower:

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
Tower:

Screenshots and Videos

eMoney:

Screenshots and Videos

Tower:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
eMoney:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Tower:

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
eMoney:

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
Tower:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
eMoney:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Tower:

Company Information

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

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
Tower:

Alternatives

Summit

Summit

Summit Wealth Systems
eMoney:

Alternatives

Tower:
PriceMetrix

PriceMetrix

McKinsey & Company
eMoney:
Tower:
MoneyWare

MoneyWare

Miles Software (EbixCash)
eMoney:
Tower:
eMoney:
Tower:
eMoney:
MoneyGuide

MoneyGuide

Envestnet
Tower:

Categories

eMoney:

Categories

Tower:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Supported
eMoney:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Tower:

Integrations

CoinTracker Not Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported
eMoney:

Integrations

CoinTracker Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Tower:
Claim Tower and update features and information
Claim Tower and update features and information
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information