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Description
Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.
Description
Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention.
TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.
API Access
Has API
API Access
Has API
Integrations
Everysk
MoneyGuidePro
Nitrogen
RightCapital
Riskalyze
Pricing Details
$195.00/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Blueleaf
Website
www.blueleaf.com
Vendor Details
Company Name
TechRules
Founded
1999
Country
Spain
Website
www.techrules.com/financial-software-tower/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management