Tower Demo. Comprehensive solution for Wealth Management

By TechRules

Tower is a 360º digital platform for advisory services, discretionary management and execution, as well as an end customer portal.

 

Among its most important features we can highlight its robust portfolio manager, alerts and monitors, customisable investment proposals as well as portfolio reports, financial planning, administration module and model portfolios, in order to have an overview of all the investments of each customer complying with local regulations.

 

In this video, Javier Carrallo (Senior Business Development) walks us through Tower’s main modules and gives us a short demo of our leading digital wealth management solution for financial advisors.

 

 

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