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Average Ratings 0 Ratings
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.
Description
Ideal for organizations seeking a comprehensive cleaning service management solution, TEAM Lite assists both residential and commercial cleaning firms with fewer than 100 employees in making informed business choices that enhance efficiency and foster growth. This platform boasts essential features, including a mobile app that gathers data while your cleaning team operates in the field and a CRM tailored for cleaning businesses that updates in real-time as projects progress. TEAM Lite is designed to cater to the fundamental requirements of your organization, streamlining everything from account management and dispatching to reporting and beyond. By utilizing TEAM Lite, you can significantly boost your productivity, enhance communication, and elevate service performance. The CRM feature updates automatically as tasks are completed, providing seamless access to customer data, service history, and account details without the burden of manual note-taking or spreadsheet comparisons. Furthermore, you can easily retrieve and modify customer information, making administrative tasks more efficient and less time-consuming than ever before.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
TechRules
Website
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/
Vendor Details
Company Name
TEAM Software by WorkWave
Founded
1989
Country
United States
Website
teamsoftware.com/software/lite/
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
Product Features
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management