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Average Ratings 6 Ratings

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ease
features
design
support

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.

Description

Zenvesto serves as a comprehensive platform for tracking investment portfolios and analyzing financial data, providing users with a streamlined dashboard that reveals their entire financial landscape. Investors can efficiently monitor a variety of assets, including stocks, ETFs, and cryptocurrencies, across different portfolios while assessing performance trends, comparing outcomes to benchmarks, and gaining insights into allocation, diversification, and risk management all in one view. Key features of the platform encompass portfolio health scoring, identification of top gainers and losers, detailed monthly performance analyses, customizable watchlists, market analysis, and tools for in-depth stock research. By transforming disparate investment information into visually engaging and actionable insights, Zenvesto aims to enhance the portfolio management experience, enabling investors to make informed decisions more swiftly and effectively. Furthermore, its user-friendly interface is tailored to cater to both novice and experienced investors alike.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

$8.99/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

Tradency

Founded

2005

Country

United States

Website

www.tradency.com/trobo

Vendor Details

Company Name

Zenvesto

Founded

2025

Country

Canada

Website

zenvesto.com

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

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

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