Tower: Leading financial software solution for Wealth Management. The complete life-cycle for financial advice
Efficiently manage a large number of complex customer portfolios with a large volume of historical data to meet the mo st demanding regulatory requirements.
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.
Tower helps you to manage risk and achieve maximum returns on your investments
- Integration capabilities (…third parties, Backoffice, trade transaction systems.)
- API supported
- On-premise/cloud hosting (AWS, Microsoft Azure)
- Geographical regions
- Client segment (mass affluent, HNWI, U/HNWI)
- Service type -RTO, advisory, discretionary, DIY-Investor
- Transparency and regulatory compliance (ie. MiFID II compliance in Europe)
Benefits of TechRules Tower
Industrialize investment process
while supporting personalization with customers
Enhances the efficiency of financial advisors and improves customer service.
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
- TechRules Case Studies (BNP, JMP, Bankia, comdirect)
- TechRules API Library
- New normal for Wealth Managers: Engaging customers and communicating effectively