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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
Salesforce
Stripe
Xero

Integrations

HubSpot CRM
HubSpot Customer Platform
NetSuite
QuickBooks Online
Salesforce
Stripe
Xero
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