T-Advisor

T-Advisor

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About

The key to our business intelligence software is its simplicity. By using Microsoft Excel, it employs an instantly familiar and intuitive user interface, which combines a clearly designed digital dashboard with distinctive income, balance sheet, and cash-flow statements to provide a comprehensive management reporting system. It allows managers to measure their monthly performance against budget, forecast, and prior periods and quickly ascertain where corrective action is needed. Key performance indicators on the digital dashboard are flagged with a red, amber, and green "traffic light" system to help managers envision the financial performance of their enterprises. By leveraging the power of Excel and capitalizing on your existing knowledge and investment in spreadsheets, our business intelligence software is an extremely cost-effective and easy deploy performance management system.

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 of all sizes seeking a business intelligence software to provide a comprehensive management reporting system

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

$30 one-time payment
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

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

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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

Markitsoft
Founded: 2002
United Kingdom
www.markitsoft.com/control-panel/default.htm

Company Information

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

Alternatives

Alternatives

DrillPoint Reports

DrillPoint Reports

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Orion

Orion

Orion Advisor Technology
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Fidelity

Fidelity Investments
PivotXL

PivotXL

HealthPlotter
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DrillPoint Reports

DrillPoint Reports

Capital Business Solutions

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

No info available.

Integrations

No info available.
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