Audience
Organizations looking for an advanced Wealth Management solution
About Tower
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.
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Integrations
No integrations listed.
Company Information
TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/
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Product Details
Platforms Supported
Cloud
Training
Not Offered
Support
24/7 Live Support
Tower Product Features
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Commodities
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
