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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
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
Key Features
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)
Key Benefits
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
Media
White Papers
TechRules Case Studies (BNP, JMP, Bankia, comdirect)- TechRules API Library
- New normal for Wealth Managers: Engaging customers and communicating effectively
Videos
Product/Service details
SOLUTION OR SERVICE TYPE
Business Intelligence & Reporting Systems, Campaign Management, Cloud / SaaS Operations & Management Services, Data Platforms/Data Aggregators, Digital Consulting Services, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Investment Advisor Systems, Investment Portfolio and Risk Analysis Systems, Investor Websites & Portals, Lead Management, Market Risk Systems, Personal Financial Management Systems, Regulatory Reporting Services, Regulatory Reporting Systems, Strategic Consulting Services, Trade Reporting Solutions, Transaction Reporting Systems, Wealth Management Systems STP (Front to Back Office)