T-Advisor

T-Advisor

TechRules
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About

We know Private Assets. The starting point for effective portfolio reporting and investment data management is centralised, structured data. But it’s surprisingly difficult to achieve this. Our products and services are designed for and used by leading investment organisations in all sectors of the private asset market. Framework’s solution suite provides clients operational efficiencies, dynamic reporting and fluid communication with their stakeholders. Our solution empowers you and your users to determine how your business wants to work. Supporting your business operations, stakeholder objectives and regulatory commitments. Use our robust data engine to process, collate and convert your data into ready to use information. Feed your dashboards, tables and charts from multiple data sources for investment monitoring and analysis.

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

Data management software for companies

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

Framework
Founded: 2000
United Kingdom
frameworksoftware.net

Company Information

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

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DrillPoint Reports

Capital Business Solutions

Categories

Categories

Integrations

ARM MLM Software
Babylon

Integrations

ARM MLM Software
Babylon
Claim Framework and update features and information
Claim Framework and update features and information
Claim T-Advisor and update features and information
Claim T-Advisor and update features and information