Solution introduction

Leading solution for digital wealth management

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.

Tower demo: comprehensive solution for wealth management

Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing


Tower is a 360º digital platform for advisory services, discretionary management and execution, as well as an end customer portal. Among its most important features, we can highlight its robust portfolio......

State-of-the-art APIs for integrating great amounts of data

Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems


State-of-the-art APIs for integrating great amounts of data

Data Feeds & Information Sources, Data Management & Analysis, Technology Strategy & Consulting


TechRules' webinar: latest communication technologies in wealth management, onboarding and robo-advisor

Business Process Management & Outsourcing, Client Onboarding & Identity Verification, Digital (Robo) Investing


TechRules at the 2nd edition of the Nordics Digital Transformation in Banking Summit

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting


Jaime Bolívar´s interview: modular solutions for advisers and final customers

Digital (Robo) Investing, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems


Welcome to the digital revolution of TechRules


Welcome to TechRules


TechRules at the Global WealthTech Summit

Investment Platforms & Tools



Tower helps you to manage risk and achieve maximum returns on your investment.



Key Data

Year launched
  • Licence
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
  • Website access
Type of Clients
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
Client Regional Presence
  • Central America
  • South America
  • Western Europe


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