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
18/05/2023
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
18/01/2023
State-of-the-art APIs for integrating great amounts of data
Data Feeds & Information Sources, Data Management & Analysis, Technology Strategy & Consulting
04/01/2022
TechRules' webinar: latest communication technologies in wealth management, onboarding and robo-advisor
Business Process Management & Outsourcing, Client Onboarding & Identity Verification, Digital (Robo) Investing
04/04/2021
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
15/10/2020
Jaime Bolívar´s interview: modular solutions for advisers and final customers
Digital (Robo) Investing, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
07/06/2020
Welcome to the digital revolution of TechRules
24/04/2020
Welcome to TechRules
08/04/2020
TechRules at the Global WealthTech Summit
Investment Platforms & Tools
16/12/2019
Features
Tower helps you to manage risk and achieve maximum returns on your investment.
Benefits
Key Data
Year launched
2009PRICING
- 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
Tower
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