Audience

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

About T-Advisor

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.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

T-Advisor Screenshot 1
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Product Details

Platforms Supported
Cloud
Support
Phone Support
Online

T-Advisor Frequently Asked Questions

Q: What kinds of users and organization types does T-Advisor work with?
Q: What languages does T-Advisor support in their product?
Q: What kind of support options does T-Advisor offer?

T-Advisor Product Features

Financial Reporting

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