Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.
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
Cobalt
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
Integrations
Cobalt
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
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
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/solutions/industries/financial-services/overview/
Vendor Details
Company Name
TechRules
Founded
1999
Country
Spain
Website
www.techrules.com/financial-software-tower/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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