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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Everyone deserves a straightforward and convenient way to present their skills, experiences, and individuality. A digital portfolio serves as the ultimate platform to showcase your worth and secure new prospects. Whether your goal is to land a job, obtain an internship, gain admission to a university, or pursue other opportunities, having a digital portfolio that evidences your competencies will help you rise above others in the field. Forget about complicated and labor-intensive portfolio websites; with our user-friendly page editor, you can quickly craft impressive multimedia pages with ease. Our content management system is designed to be intuitive, allowing you to organize your pages into collections and sub-collections for seamless navigation. Simply type, drag, and drop to begin building your digital portfolio. You can upload a variety of media, including photos, videos, audio files, PDFs, and presentations, tailoring who sees each page and collection on your profile. This way, you not only highlight your work but also retain control over your personal brand.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Drive
Microsoft OneDrive

Integrations

Google Drive
Microsoft OneDrive

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

$1 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

Tradency

Founded

2005

Country

United States

Website

www.tradency.com/trobo

Vendor Details

Company Name

bulb

Founded

2011

Country

United States

Website

bulbapp.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

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