Tower

Tower

TechRules
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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.

About

riskine develops B2B advisory and sales software (“white label”) for the financial industry, based on state-of-the-art AI and graph-based technologies. The products support lead generation, advisory, and closing across all distribution channels (self-service, personal, and hybrid). riskine enables real customer centricity in financial advisory by placing objective risks, subjective risk preferences, and customers’ wishes and dreams at the heart of the solution. Thanks to its modular, API-based architecture, individual products and calculators can be combined and customized to meet specific requirements. All solutions are continuously enhanced and meet all relevant regulatory requirements. riskine serves more than 50 insurance companies, financial distributors, and banks across 12 markets. Together with partners from the financial industry, riskine is developing digital, customer-centric advisory solutions to help ensure that everyone can make better financial decisions in the fut

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations looking for an advanced Wealth Management solution

Audience

For insurance companies and banking establishments looking for a software that can provide customized solutions

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

riskine charges a one-time implementation fee as well as a monthly SaaS subscription fee. The overall cost depends on the scope of the solution, including the number of modules selected and the expected level of usage.
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:

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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

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

Company Information

riskine
Founded: 2016
Austria
www.riskine.com

Alternatives

Summit

Summit

Summit Wealth Systems

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
MoneyWare

MoneyWare

Miles Software (EbixCash)
DebtKit

DebtKit

Zeavo

Categories

Categories

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

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Tower and update features and information
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