Tower

Tower: Leading financial software solution for Wealth Management.
Efficiently manage a large number of complex customer portfolios with a large volume of historical data to meet the most demanding regulatory requirements.

The complete life-cycle for financial advice

Empower your advisors with our digital tools and get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between your professionals of the financial industry and your clients, increasing transparency and loyalty

Our API library

Discover our API Library with 200+ APIs and design your tailored-made solution

A complete high-standard API Financial Management Marketplace coming out of our more than 20 years of experience in digital WealthTech.

Key FEATURES

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

Architecture:

• Integration capabilities (…third parties, Backoffice, trade transaction systems.)
• API supported
• On-premise/cloud hosting (AWS, Microsoft Azure)

• Scalable
• Fault-tolerance
• Maintainability
• Usability

Multi-Factors:

• Entity
• Currency
• Asset
• Geographical regions
• Client segment (mass affluent, HNWI, U/HNWI)

• Service type -RTO, advisory, discretionary, DIY-Investor
• Role
• Transparency and regulatory compliance (ie. MiFID II compliance in Europe)

Benefits of TechRules Tower

Industrialize investment process

while supporting personalization with customers

Improved productivity

Enhances the efficiency of financial advisors and improves customer service.

Operational efficiency

Modular, scalable and flexible architecture, according to each entity’s specific requirements

Continuous product innovation and R&D

A technology solution that provides an answer for the entire financial-advice process