Tag Archives: Features

Professionals can implement T-Advisor as their customer platform

T-Advisor provides its suite of investment tools for individuals and for professionals. In the second case, an advisor or an entity obtain several extra specific features to better develop their business and offer a high-level service for their customers.

In this way, T-Advisor can be implemented as an own investment platform with their own corporate identity.

T-Advisor home as a platform for professionals

Why is this relevant for your business? First of all, you will have available for your customers a system with powerful tools to manage their portfolios. Secondly, your customers will see your brand and they do not perceive that they are monitoring their investments with T-Advisor.

T-Advisor screen as a platform for professionals

As platform users, your customers will watch all figures and data about the portfolios that you have created for them. You do not have to invest any time else to write regular reports, because T-Advisor shows the same information daily updated. Your customers will enjoy the chance to monitor their investments every time. This provides a new way for interaction, as the customer will feel safer watching their portfolios when they want and professionals can be focused in other value-added tasks instead of updating the portfolio reports.

T-Advisor screen as a platform for professionals

This is the advantage of automation in finances. T-Advisor has its platform available so that advisors and entities can find a new way to:

  • communicate with their customers,
  • reduce costs,
  • focus on value-added tasks and
  • improve the efficiency of their business.

The implementation is simple and causes no trouble or interference with their systems. Professionals also can provide the access to their customers with an easy step from their administration role.

Benefit now from implementing T-Advisor as your platform for your customers!

The Olympics in Fintech: T-Advisor 3.0. medals

Some gamification features in T-Advisor

T-Advisor has recently launched its 3.0 version for its users. It was a milestone in the development of our tools, as the new version includes gamification features. We believe that some ideas for games are very useful to learn, motivate and evolve in finances. That is why we adopted them in T-Advisor. Every user has access to several medals depending on the goals that the person complies.

There are 8 global achievements:

  • I use the T-Advisor features
  • I take part in the T-Advisor community
  • I am an active T-Advisor community user
  • I have basic financial knowledge
  • I learn to invest
  • I diversify my investments by myself
  • I manage my investments properly
  • I am an expert manager of my investments

Each achievement has some tasks to fulfil. Some of them depend of users’ interactions with the system, as uploading a profile image, create portfolios, write a comment in your wall, follow another user or invest a part of your portfolio in our weekly-recommended investment opportunities.

Some tasks to fulfil an achievement in T-Advisor

Other tasks depend on what the system detects in your actions and profile, for instance, if someone clicks “like” in a comment made by you in the wall, if your portfolio has a bullish trend or has achieved different temporary performances (1 month, year-to-date, 1 year) or if the volatility is within your risk profile limits.

You get points and medals. The more you get, the higher position you obtain in the ranking. You can compete with other T-Advisor users and compare you position in the ranking by points, followers and scored portfolios.

You can discover all these features in “My profile” page in the T-Advisor platform. You can follow what medals you obtained, how much points you have, what features you have to fulfil to complete an achievement and your global position in the ranking.

Ranking by points in T-Advisor

This is our particular Olympics in Fintech. T-Advisor promotes the financial training for everybody through its platform, because we really believe that investments should not be only for very rich people, but for everyone who has interest in getting a better return for the savings.