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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
Founded in 2023, ClearGraph is a company headquartered in the United States that creates software called Wellspent. The Wellspent software product is SaaS software. Wellspent is a type of directory software. Wellspent has a free version. Product pricing starts at $49/month. Wellspent offers training via documentation. Wellspent includes online support.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Model Context Protocol (MCP)
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TechRules
Website
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/
Vendor Details
Company Name
ClearGraph
Founded
2023
Country
United States
Website
wellspent.co
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Directory
Advertising Management
No
Customer Portal
No
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
No
Search / Filter
No
Alternatives
Alternatives
No Alternatives
