T-Advisor

T-Advisor

TechRules
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About

Access key metrics like LTV/CAC, magic number, payback period, and more to understand how efficiently your sales team is adding revenue. Cut your customer data based on any attribute to understand which segments to focus on acquiring, and which types of customers' accounts to invest in growing. Easily segment data to see how customers are doing based on what plan or product they've purchased, and focus on the areas of your business that drive the most value. When you connect your systems to Subscript, we only access the parts needed to make the product work for you. We will always be transparent about what data is accessed. We keep key pieces of information securely to be able to generate reports for you quickly and let you analyze them in many different ways. Subscript regularly monitors for updates in your data to give you a realtime view into your business.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses looking for a subscription intelligence platform to easily dive deep into their subscription metrics

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Subscript
United States
www.subscript.com

Company Information

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

Alternatives

Alternatives

Orion

Orion

Orion Advisor Technology
IDOS

IDOS

Digital CFO - IDOS
Fidelity

Fidelity

Fidelity Investments
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DrillPoint Reports

DrillPoint Reports

Capital Business Solutions

Categories

Categories

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
NetSuite Supported
QuickBooks Online Supported
Salesforce Supported
Stripe Supported
Xero Supported

Integrations

HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Stripe Not Supported
Xero Not Supported
Claim Subscript and update features and information
Claim Subscript and update features and information
Claim T-Advisor and update features and information
Claim T-Advisor and update features and information