Audience
Stock portfolio management platform for financial advisors wanting to grow their business and attract new customers
About TRobo
Beautiful, and innovative site supported for mobile and web view. Test portfolios before publishing and start with 5-year portfolio performance. Set a risk, name, and description per portfolio. Add your disclaimer to the site. A questionnaire page to help the customer find an associated portfolio to his risk. Allocate any USA exchanges based assets to the portfolio. Evaluate the portfolio performance on different time frames, and switch status to "visible" when done. Share your TRobo site URL with your prospects. Embed the preview portfolios widget on your website as a trigger for potential customers to visit your TRobo site.
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Pricing
Starting Price:
$79 per month
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Tradency
Founded: 2005
United States
www.tradency.com/trobo
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Product Details
Platforms Supported
Cloud
Support
Online