Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.

This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way all business data and its evolution. 

We use data to tell stories 

Thanks to this new integration we are able to generate powerful reports and dashboards that help the data understanding  so users can make better investment decisions.

You can use Tableau integrated with Tower:

– To combine different data sources to offer highly valuable analytics to the business.

– To create high-impact visualizations of common data analyses to help you see and understand your data.

– To apply predictive analytics to improve business decision making (for example, predicting and confirming assumptions of the financial impact of our clients).

– To quickly identify which are the strengths and weaknesses of your business.

Thanks to the technologies used in this Tableau-Tower symbiosis we are now able to:

-Extract data  from Tower using secure APIs.

-Enable efficient loading of large volumes of information with Tableau´s hyper technology 

The user of Tower´s always win when we  integrate it with specialized solutions that provide different views of the business.

This model can support more data and can consolidate extracts previously created  separately as a single extract. This has the main goal of creating  and refreshing extracts faster and gaining  experience giving a better performance when interacting with views that use extract data sources.

These panels allow you to monitor activities such as the followings: 

MANAGER’S ACTIVITY:

– AUMs by Manager.

– CONTRIBUTIONS / WITHDRAWALS operations according to region.

– Commissions and expenses generated by client and manager.

PORTFOLIO MONITORING:

– AUM distribution according to advisor, category, country, risk profile, investment service (Advised, Discretionary, RTO), ISIN.

– Variation of AUM managed according to the portfolio by year.

– Net volume subscribed in any fund in a Region.