T-Advisor, the suite of investment tools for all, arrived in Mexico. In a recent conference for Mexican professionals, our General Manager, Mr. Jaime Bolívar, explained the features and the usability of T-Advisor. He insisted in the accuracy of the data, the easiness of the use and the focus on the investors’ needs.
Mr. Bolívar also introduced the new T-Advisor 3.0 development, where social features were implemented to create an investors’ community. People interested in finances are looking for quality information and data, good tools and interesting opinions, said Mr. Bolívar. He also insisted that T-Advisor is a multichannel solution, as the access is possible through computer, tablet or mobile phone.
Another relevant subject in the event was the use of T-Advisor by professionals, as a platform to manage the client portfolio of any adviser. Our country manager and partner in Mexico, José Luis de la Plaza, pointed out that technology has opened the door to reach a client segment that was not profitable for many advisers before. T-Advisor, as a professional platform, is the solution to reach clients with a little portfolio with competitive fees. Mr. Bolívar added that T-Advisor tools are a support for advisers to provide a better service for the clients.
The event underlined the relevance of our company in Mexico, where our solutions are a reference since 2009. The country is also a reference for our company, as we already have several projects in the financial sector, where our tools and features have been implemented.
T-Advisor is a suite of online investment tools. Anyone can build his or her own portfolio, manage it, obtain full reports from the portfolio and the assets, access a large list of thousands of assets from any important market in the world and receive alerts to react to market variations. Our new 3.0. version opens the door to the exchange of opinions and investment ideas amongst the users, so that a new community can be created.