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What is T-Advisor?

The robo-advisor designed for freelancers and astute investors has rolled out cutting-edge tools that utilize artificial intelligence and machine learning to provide valuable insights for its users. The newly revamped T-Advisor lite interface emphasizes a user-friendly design that enhances navigation. Although T-Advisor is deemed a strong solution, its intricate features can occasionally be daunting for some users. To tackle this issue, we have carefully listened to user suggestions and created a two-tiered interface: lite and full. The lite version showcases vital portfolio information through straightforward graphs that illustrate performance across different time periods. User feedback shows that this function is especially advantageous, as many users value the clarity it provides. While they enjoy the extensive tools available through T-Advisor, numerous clients have voiced a preference for an interface that better highlights their investment performance. Furthermore, the lite interface has received another notable upgrade: users can now find additional modules beneath each portfolio's graphs that reveal insights into the assets favored by other investors with similar interests in stocks and funds. This enhancement is designed to enrich the investing experience by providing a deeper understanding of market trends and investor behavior. Overall, these improvements reflect our commitment to creating a more intuitive platform that responds to the needs of our clients.

What is Quantilia?

Forge direct relationships with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, and credit rating agencies. Acquire thorough security reports, improve your issuer data, and oversee both liquid and illiquid assets through a unified platform. Every data source is included, enabling you to effortlessly integrate information from all partners, irrespective of their format or technological capabilities. Enrich your portfolio by tapping into a wide range of funds, ETFs, indices, securities, derivatives, and market indicators. Link your account with your internal or external research collaborators to facilitate informed, evidence-based investment decisions. Benefit from a fully tailored service provided by a skilled team of finance professionals dedicated to turning your objectives into actionable dashboards and solutions. Experience a holistic approach to asset consolidation and data aggregation, coupled with streamlined data collection, preparation, and integration processes. This guarantees that all facets of your financial assets are well-managed, easily accessible, and ready for strategic analysis. Moreover, the comprehensive support ensures that your investment strategies can adapt to changing market conditions effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TechRules

Company Website

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

Company Facts

Organization Name

Quantilia

Date Founded

2016

Company Location

France

Company Website

www.quantilia.com

Categories and Features

Financial Reporting

"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

Categories and Features

Financial Reporting

"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

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