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Description
Tailor your design to match your individual style, resulting in an online portfolio that stands out. Experience real-time previews of changes without impacting your live website or needing to write a single line of code. Each of our portfolio website templates is designed to be responsive, ensuring seamless adaptation to any mobile device. Whether you access your portfolio on a desktop, tablet, or smartphone, the experience remains consistent! Effortlessly upload images, videos, audio clips, animated GIFs, PDFs, and Shockwave Flash files in no time. Easily rearrange your content by dragging and dropping elements wherever you like! Our Portfolio Websites come equipped with robust privacy features: you can conceal projects from public view by marking them as private, and safeguard sensitive material through password protection. Additionally, every Portfolio Website includes secure HTTPS hosting by default, providing you with the highest level of security and privacy. Furthermore, our user-friendly platform ensures that maintaining your portfolio is a smooth and enjoyable experience.
Description
An attractive and cutting-edge platform is designed for both mobile and web accessibility. Users can assess portfolios prior to their release, beginning with a performance review spanning five years. Each portfolio can be customized with its own risk level, title, and description, in addition to including a personalized disclaimer. To assist customers in selecting a portfolio that aligns with their risk tolerance, a questionnaire page is available. Users are encouraged to incorporate assets from U.S. exchanges into their portfolios. Performance analysis across various time frames is facilitated, and portfolios can be set to "visible" once evaluations are complete. Make sure to share your TRobo site link with potential clients. Additionally, consider embedding a preview portfolios widget on your website to entice prospective customers to explore your TRobo site further, enhancing engagement and interest.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$6 per month
Free Trial
Free Version
Pricing Details
$79 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Crevado
Website
crevado.com
Vendor Details
Company Name
Tradency
Founded
2005
Country
United States
Website
www.tradency.com/trobo
Product Features
Website Builder
Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection