Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
TowerMetriX serves as the perfect tool for overseeing both personal advancement and performance metrics. In addition to focusing on individuals, it adeptly handles the qualifications, objectives, and achievements of work groups, departmental teams, or entire organizations. Each user of TowerMetriX maintains a personal dashboard that allows them to track their qualifications, developmental goals, and individual progress effectively. Leaders have the ability to access individual records and guide their teams from a managerial perspective. With this perspective, supervisors can assign tasks and keep tabs on the overall progress and performance of the entire team or a specific member. Furthermore, executives and HR professionals bear a critical duty in steering corporate initiatives and establishing standards for the organization. To address these responsibilities, TowerMetriX offers a tailored Organizational perspective. This comprehensive approach ensures that all levels of the organization are aligned and working towards common goals, fostering a culture of accountability and continuous improvement.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
TechRules
Founded
1999
Country
Spain
Website
www.techrules.com/financial-software-tower/
Vendor Details
Company Name
TowerMetriX
Founded
2009
Country
United States
Website
towermetrix.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
Yes
Product Features
Performance Management
360 Degree Feedback
Yes
Compensation Management
Yes
Custom Rating Scales
Yes
Customizable Templates
Yes
Individual Development Plans
Yes
On-going Performance Tracking
Yes
Peer Appraisals
Yes
Review Cycle Tracking
Yes
Self Service Portal
Yes
Self-Appraisals
Yes
Skills Assessments
Yes
Weighted Performance Measures
Yes