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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
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
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
Performance Management
360 Degree Feedback
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures