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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
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