Average Ratings 7 Ratings
Average Ratings 0 Ratings
Description
Create your own digital advisory board and effortlessly gather real-time insights from a vast pool of prominent executives via our online platform. No matter if you are an emerging start-up, a Fortune 500 corporation, or a department within a larger organization, you can tap into your advisory board to gain valuable feedback, forge connections, and receive input from a multitude of executives who will champion your business. We showcase your organization to our exclusive network of over 12,000 elite executives, connecting you with select individuals who express a desire to serve as advisors. These advisors share their expertise in return for the opportunity to be associated with your AdvisoryCloud. In just a few days, as opposed to months, you can begin to harness their insights. The advisors in our network are eager to support companies while also seeking the benefits of affiliation and the possibility of future financial opportunities, creating a mutually beneficial relationship. This approach not only enhances your business strategy but also opens doors to new avenues for growth and collaboration.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$2,995 per year
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AdvisoryCloud
Founded
2012
Country
United States
Website
www.advisorycloud.com/advisory-boards
Vendor Details
Company Name
TechRules
Founded
1999
Country
Spain
Website
www.techrules.com/financial-software-tower/
Product Features
Board Management
Agenda Time Management
No
Approval Process Management
No
Board Assessment
No
Calendar Management
No
Collaboration
No
D&O Questionnaires
No
Document Management
No
Electronic Signature
No
For Nonprofits
No
Member Directory
No
Minutes Management
No
Polls / Voting
No
Role-Based Permissions
No
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
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