Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle 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 clients bringing confidence and retaining them.
Tower is a comprehensive platform for professionals to obtain the best view of customer portfolios and optimize through a series of APIs or complete solution the communication with them and get a complete lifecycle of financial advice.