Who Uses This Software?

T-Advisor is a platform focused on personal investors that want to monitor investments, but also suitable for professional investors optimise customer portfolio and increase revenue.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online

Vendor Details

  • TechRules
  • www.techrules.com
  • Founded 1999
  • Spain

About T-Advisor

T-Advisor is a suite of advanced wealth management tools to monitor your personal finances and take decisions to improve them and avoid risks. Our features provide plenty of accurate figures, data and charts to evaluate the asset quality, the relevance for your investments aims and your portfolio evolution.


T-Advisor 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

T-Advisor Reviews


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