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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Every expert understands that incremental improvements are achieved through a series of thoughtful choices made over extended periods. Kwanti empowers users to examine all risk elements, holdings that aid in achieving success, and avenues to rethink a portfolio. By focusing on the details, the overall vision becomes clearer. Risks manifest in various ways, and readiness for each type is essential. Conduct stress tests on your portfolios and models using historical scenarios to enhance your decision-making when balancing a client's desires with their risk tolerance. Meeting client goals hinges on their commitment to staying invested and aligned with appropriate benchmarks. Additionally, by simulating the effects of various trading strategies on past returns, you can equip yourself to make savvy decisions regarding future portfolio management. This proactive approach not only informs your strategies but also builds client trust through demonstrated diligence.

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

Screenshots View All

Screenshots View All

Integrations

Nitrogen

Integrations

Nitrogen

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

Kwanti

Founded

2008

Country

United States

Website

www.kwanti.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

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