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TechRules at the Global WealthTech Summit

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Tower

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...

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by TechRules
| 16/12/2019 12:00:00

The financial industry is facing several challenges: Regulation, Digitalization, fee pressure, passive vs. active investment and the new generation.