Discover 5 June 2015 by My T-Advisor Comparing assets in T-Advisor with our tools When an investor is looking for interesting assets for his or her portfolio, he or she usually looks into reports to find objective figures: performance, volatility, risk… This task is necessary to take a decision, as everyone has to analyze...
Discover 22 May 2015 by My T-Advisor T-Advisor arrives in Mexico 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,...
Discover 8 May 2015 by My T-Advisor T-Advisor 3.0.: The Evolution of your Investment Suite T-Advisor, your investment management suite, evolves with its new 3.0 version. This new version offers substantial improvements to make finances easier and more accessible for all. The platform keeps its self-directed management model, but it adds new features focused on...
Discover 5 March 2015 by My T-Advisor T-Report, a high quality asset report as an investment tool Figures and data are the main tool for investors to obtain good performances, but people don’t need only a collection of numbers, but an interpretation of them. Figures are useful when they are understood and let investors take decisions. In...
Discover 26 February 2015 by My T-Advisor Rebalancing, the successful investment strategy Is it worth rebalancing or not? It is usually said that a regular rebalance let investors deal better with the market volatility, avoiding the worst effects of sudden negative movements. Rebalancing means capital preservation as the focus of every investment...
Discover 20 January 2015 by My T-Advisor TechRules introduces T-Advisor, the first roboadvisor in Spain TechRules, the leading company for advanced wealth management solutions, introduces T-Advisor, the first roboadvisor in Spain. T-Advisor is a suite of tools to manage and monitor portfolios. It offers a new commercial channel to gain new customers amongst financial advisers,...
Discover 8 January 2015 by My T-Advisor T-Advisor model portfolios: these are our results T-Advisor, as wealth management solution for individuals and professionals, has not only tools for own investments, but also proposals to follow or even copy. That’s why our system has its own model portfolios. They are nine: five related to risk...
Discover 11 December 2014 by My T-Advisor T-Advisor, a robo-advisor solution for financial institutions Robo-advisors are already part of the financial landscape. Many companies have appeared and grown in this field, creating a new player through technology and low costs. Some traditional financial players look at them with reluctance or even fear. But, what...
Discover 30 October 2014 by My T-Advisor Discover the new improvements in T-Advisor T-Advisor is a suite of advanced and professional investment tools for individuals and advisors. As a technological solution, our team is always working to improve features and usability. We know that perfection is impossible to reach, but we work as...
Discover 15 October 2014 by My T-Advisor T-Advisor, the reference for professional investors “The secret of the wealth management lays on quality accurate data and exceptional technological performance. This is the real compass for professional investors”, says Jaime Bolívar, general manager of T-Advisor. Bolívar speaks in the interview with the passion of an...