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.
Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing
Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
Data Feeds & Information Sources, Data Management & Analysis, Technology Strategy & Consulting
Business Process Management & Outsourcing, Client Onboarding & Identity Verification, Digital (Robo) Investing
Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
Digital (Robo) Investing, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
Investment Platforms & Tools
Tower helps you to manage risk and achieve maximum returns on your investment.
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