TRobo 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.

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Pricing

Pricing Starts At:
$79 per month
Free Version:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Tradency
Year Founded:
2005
Headquarters:
United States
Website:
www.tradency.com/trobo

Media

TRobo Screenshot 1
TRobo Screenshot 1 TRobo Screenshot 2 TRobo Screenshot 3 TRobo Screenshot 4
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Product Details

Platforms
Web-Based
Customer Support
Online Support

TRobo Features and Options

Stock Portfolio Management Software

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

TRobo User Reviews

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