FSM Lite

FSM Lite

FSM Global
T-Advisor

T-Advisor

TechRules
+
+

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About

FSM Lite is a forms based task management solution that enables you to effectively manage your data, create and share forms, schedule, assign and track tasks and more. With FSM Lite, you can step into the cutting-edge world of advanced process flow management solutions which allows you to focus on taking your business to new heights of success. FSM Lite streamlines your operations and enhances your efficiency with its powerful task management software capabilities. With FSM Lite, you can easily create forms with simple drag and drop user interfaces to suit your tasks specifics which needs no coding knowledge . Our flexible form builder can be used to build digital forms tailored to fit your specific task execution process.

About

The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a Task Management solution

Audience

Financial institutions and investors requiring a solution to manage their clients and investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FSM Global
United Arab Emirates
fsmlite.fsmglobal.com

Company Information

TechRules
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/

Alternatives

Alternatives

Orion

Orion

Orion Advisor Technology
Fidelity

Fidelity

Fidelity Investments
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DrillPoint Reports

DrillPoint Reports

Capital Business Solutions

Categories

Categories

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

No info available.

Integrations

No info available.
Claim FSM Lite and update features and information
Claim FSM Lite and update features and information
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Claim T-Advisor and update features and information