The leading solution for wealth management
Tower is the TechRules leading solution for wealth management. It is the answer to obtain a complete life cycle 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 get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between advisor and client bringing confidence and retaining them.
Professionals will develop a highly accurate, efficient and transparent job with reliable and up-to-date market data and compliance with the specific domestic rules. Tower is a comprehensive, easy-to-use and adaptable solution with a modular and scalable architecture and multi-channel access (service-oriented architecture, web and mobile). Its flexibility eases the integration with previous systems and allows the whole staff to join on the same platform.