Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.
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
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet
Integrations
Dynamic Planner
Engaged CRM
LivePreso
OX Securities
SuperCore
VideoSign
Virtual Cabinet
Pricing Details
No price information available.
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
Iress
Founded
1993
Country
Australia
Website
www.iress.com
Vendor Details
Company Name
TechRules
Founded
1999
Country
Spain
Website
www.techrules.com/financial-software-tower/
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
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