Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.
Description
The robo-advisor catering to freelancers and savvy investors has introduced innovative tools leveraging artificial intelligence and machine learning to deliver high-quality insights for its clientele. The newly designed T-Advisor lite interface prioritizes user-friendliness in its layout. While T-Advisor is recognized as an excellent solution, its complexity can sometimes be overwhelming. To address this, we have attentively considered user feedback and developed a dual-level interface: lite and full. T-Advisor lite presents essential information about portfolios through clear graphs depicting their performance over various time frames. Feedback from our users indicates that this feature is particularly beneficial. While they appreciate all the tools offered by T-Advisor, many expressed a desire for an interface that emphasizes their investment performance more effectively. Additionally, the lite interface has undergone another significant enhancement: beneath each portfolio's interface and its corresponding graphs, users can now access several modules containing insights about assets in which other investors, who share similar interests in stocks and funds, are also investing. This added layer of information aims to foster a more informed investing experience.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$600 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Captools
Country
United States
Website
www.captools.com
Vendor Details
Company Name
TechRules
Website
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product 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