Tower

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

Leading financial software solution for Wealth Management that 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

Tower Modules

  • Strategies & Model Porftfolio
  • CRM
  • Investment Proposal
  • Financial Planning
  • Portfolio Management
  • Portfolio Reports
  • Alerts
  • Portfolio Rebalancing
  • Dashboards
  • Discretionary Portfolio
  • Order Management

Key Features

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

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)

Architecture:

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

Key Benefits

  • 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