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
18/05/2023
Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
18/01/2023
Data Feeds & Information Sources, Data Management & Analysis, Technology Strategy & Consulting
04/01/2022
Business Process Management & Outsourcing, Client Onboarding & Identity Verification, Digital (Robo) Investing
04/04/2021
Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
15/10/2020
Digital (Robo) Investing, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
07/06/2020
24/04/2020
08/04/2020
Investment Platforms & Tools
16/12/2019
Tower helps you to manage risk and achieve maximum returns on your investment.
28th September 2023
It is no secret that investment advisers in Spain would prefer to work with the latest developments in front office technology to maximise their efficiency, reduce their costs, and scale...
14th August 2023
It is no secret that advisers would prefer to work with the latest developments in front office technology to maximise their efficiency, reduce their costs, and scale their business. Their...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
19th July 2023
For the past three decades, the wealth management industry has seen an uptick in the use of digital technology, driven by several factors such as operational efficiencies, cost reductions, automation,...
Client Engagement & Management Digital Platforms & Tools
18th May 2023
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...
Client Communications & Reporting Digital Platforms & Tools
10th May 2023
Tower is an innovative, robust digital wealth management platform for financial advisers. It allows you to manage a large number of clients and portfolios in an easier, faster and more efficient way....
Investment Platforms & Tools Portfolio Build, Analysis & Reporting
7th April 2023
Security has always been, and will continue to be, one of the fundamental pillars of wealth management software and is becoming increasingly important in FinTech companies. The customer’s data protection is essential...
Client Communications & Reporting Digital Platforms & Tools
23rd March 2023
1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their ease of understanding. In this way,...
Client Communications & Reporting Digital Platforms & Tools
13th March 2023
For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the...
Client Communications & Reporting Digital Platforms & Tools
3rd February 2023
Security has always been one of the fundamental pillars of wealth management and is becoming more and more important in FinTech companies. In this case study, TechRules exemplifies its use of...
Client Communications & Reporting Digital Platforms & Tools
18th January 2023
Attractive and well-designed platforms are important for generating great wealth management solutions, but without qualified and perfectly filtered data, the project is not going to be robust. In this video,...
Client Communications & Reporting Digital Platforms & Tools
7th December 2022
The implementation of the MiFID II regulation in 2018 boosted the progress of this new type of contract by notably improving compliance thanks to the suitability tests, obtaining much more...
Client Communications & Reporting Digital Platforms & Tools
1st December 2022
Before the pandemic, private banking was heading towards the digitalisation of transactional operations, after Covid-19 digital tools have increased exponentially. A few years ago, financial entities started developing a hybrid consulting...
Client Communications & Reporting Digital Platforms & Tools
23rd November 2022
Digital transformation is challenging for most financial institutions nowadays and, sometimes, they find obstacles along the way such as a lack of knowledge, resources, methods and, especially, a shortage of...
Digital Platforms & Tools Investment Platforms & Tools
12th May 2022
Digital transformation to boost financial entities' performance Click the image below to access TechRules' full case study library.
Cyber & Network Security Digital Platforms & Tools
12th May 2022
Gaps and solutions for the optimal performance of financial institutions. Click the image below to access TechRules' case study library
Data Feeds & Information Sources Data Management & Analysis
4th March 2022
How is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth...
Digital Platforms & Tools Digital (Robo) Investing
26th January 2022
Do you remember the beginning of Robo Advisors? In the very beginning, people who opposed them stressed the word “robo”, because it suggested cold, impersonal and a low-cost and low-quality way...
Data Feeds & Information Sources Data Management & Analysis
4th January 2022
Attractive and well designed platforms are important for generating great wealth management solutions, but without qualified and perfectly filtered data, the project is not going to be robust. In this...
Client Communications & Reporting Digital Platforms & Tools
9th October 2021
We are glad to announce that once more, TechRules has been recognized for its great wealth management software solutions, this time by Capital Finance International, a media that works for...
Client Communications & Reporting Portfolio Build, Analysis & Reporting
24th August 2021
Every week we highlight a new solution provider in our directory as the SP of the Week. This week it was TechRules, a leading wealth and asset management software provider. For...
Business Process Management & Outsourcing Client Marketing & Prospecting
2nd August 2021
Thanks to this new module, financial advisors can develop a sales pipeline, allowing them to nurture targets until they are ready to invest and improve the entity´s ROI. This new module...
Digital (Robo) Investing Distributed Ledger Technologies & Cryptocurrencies
18th June 2021
T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools to manage financial investments. Financial assets that, as well as the...
Client Engagement & Management Client Marketing & Prospecting
19th May 2021
This new module inside this powerful wealth management software has two principal functionalities: it can be used by a manager to create customer campaigns for several advisors or by an...
Business Strategy & Advisory Client Engagement & Management
19th April 2021
There have been many new challenges this past year. For some companies, the main goal has been just to stay in business. But not for us. For us our goal...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
4th April 2021
In this video, the Managing Director of TechRules, Jaime Bolívar talks about latest communication technologies in Wealth Management, Onboarding and Robo Advisor, and how newest technologies can help advisers to...
Client Communications & Reporting Compliance & Regulation
12th March 2021
ESG is the new regulation that stands for Environmental, Social and Governance and at TechRules we are already working on adapting our company to this new law that measures the...
Client Engagement & Management Market & Business Infrastructure
24th February 2021
This is the eighth edition of this kind of programme that honours the industry figures and firms that have demonstrated an excellent performance in this past 2020. Despite the external...
Client Engagement & Management Digital Platforms & Tools
25th January 2021
In the modern era of wealth management, how does a wealth management firm engage prospects and clients? Maybe it is no longer just about the brand and heritage, a personal...
Client Communications & Reporting Client Engagement & Management
7th January 2021
In the modern era of wealth management, how does a wealth management firm engage prospects and clients? Maybe it is no longer just about the brand and heritage, a personal...
Digital (Robo) Investing Investment Platforms & Tools
20th October 2020
TechRules' extensive international experience has made many financial entities around the world to trust its team to develop and improve their investment platforms and improve direct communication with end customers....
Client Communications & Reporting Client Engagement & Management
15th October 2020
We are glad to announce that our director Jaime Bolívar has been one of the 18 leading speakers in this unique event in Europe, in which the digital transformation is...
Client Communications & Reporting Investment Platforms & Tools
18th September 2020
Each week TWM highlights a solution provider in its directory. This week it's TechRules, a leading consultancy, asset and wealth management solutions provider for financial entities. You can read more about...
Data Management & Analysis Market & Business Infrastructure
28th August 2020
Managing Director of TechRules, Jaime Bolívar, Business Development & Marketing Director, Begoña Rubio and Sales Manager Javier Carrallo, also discuss the role of analytics in the customers personalized experience, and...
Client Communications & Reporting Client Engagement & Management
16th July 2020
2.1. Overview Tower is our flagship solution and is a platform that covers the full lifecycle for financial advice. Our latest developments evolved modular structures to the use of API’s in...
Client Communications & Reporting Client Engagement & Management
15th July 2020
1.1. Current status & challenges The Covid pandemic has changed the current landscape. Before the crisis, processes to improve technology were opened and progressed at some pace but after the Covid-19...
Data Management & Analysis Investment Platforms & Tools
13th July 2020
Market sentiment is usually a blurred expression, because it appeals subjective appreciations about investors and markets and non-defined explanations about their actions. Everything that is weird is linked to “market...
Digital (Robo) Investing Portfolio Build, Analysis & Reporting
7th June 2020
The Duomo Initiative interviews our Managing Director, Jaime Bolívar, who talks about how TechRules has provided knowledge and technology for more than 20 years in financial for all market segments,...
Client Communications & Reporting Client Engagement & Management
2nd June 2020
In this webinar, Managing Director of TechRules, Jaime Bolívar, Business Development & Marketing Director, Begoña Rubio and Sales Manager Javier Carrallo, discuss digital wealth management solutions in the "new normal 2020",...
Client Engagement & Management Portfolio Build, Analysis & Reporting
24th April 2020
Over the last years, the financial advisory industry has been affected by multiple changes. With events such as Brexit, Big Data, ESG and the need for financial consultants to take...
24th April 2020
Welcome to the digital revolution of TechRules
Digital Platforms & Tools Investment Platforms & Tools
14th April 2020
TechRules is a leader in digital transformation for wealth and asset management, a leading consultancy service and a wealth management software provider for financial entities. We develop modular, scalable and...
8th April 2020
Welcome to TechRules, leading the digital revolution in wealth and asset management
Digital Platforms & Tools Technology Strategy & Consulting
20th March 2020
The quick dissemination of this illness has forced the governments in all affected countries to impose quarantines to stop the virus expansion its effects on people’s health. The consequences of these decisions are extreme...
Client Communications & Reporting Portfolio & Wealth Management Systems
20th January 2020
2020 sees an increase in demand for real-time information about positions for clients in all wealth segments, according to Jaime Bolivar, General Manager at TechRules. The challenge is to be...
16th December 2019
The financial industry is facing several challenges: Regulation, Digitalization, fee pressure, passive vs. active investment and the new generation.
Client Engagement & Management Trading & Back Office
25th October 2019
Por favor haga clic en la imagen para descargar/Please click on the image to access the case study
Client Onboarding & Identity Verification Compliance & Regulation
21st October 2019
This digital on-boarding can be carried out through digital signature, as other procedures like “know your customer” (KYC) and “Anti-Money Laundering” (AML). TechRules solution implements not only on-boarding, but also profiling...
Portfolio & Wealth Management Systems
18th October 2019
With a limited number of employees, the bank can face a large number of clients under Advisory Portfolio Management. Industrialized process enables to provide a high-quality service, increase the number...
Portfolio & Wealth Management Systems
18th October 2019
Settled as one of the first four financial institutions in Spain, with approximately 4,760 offices and strengthened by the presence of mobile offices that facilitate service to locations with no...
Portfolio Build, Analysis & Reporting
19th September 2019
TechRules has realized that the investor’s journey is filled with uncertainty when it comes to making decisions. That’s why we have developed a sophisticated classification system for our community My T-Advisor, taking...
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