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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The capability to identify and connect with higher-quality leads, when paired with a customized marketing message, significantly enhances revenue generation. By consistently delivering a fresh influx of prospective customers into your sales funnel, we can expedite your business growth. Rather than manually completing hundreds of contact forms, Robo Contact ensures that your message reaches the intended lead by automating the form-filling process. Additionally, Robo Contact will explore the lead's website to gather essential information such as their address, email, phone number, and social media links. Instead of individually emailing each lead, Robo Contact integrates with your email provider to dispatch an automated email sequence to every address it uncovers. You have the flexibility to decide whether you want to send both contact forms and emails or focus solely on emails. Furthermore, you can create a sequence of automated follow-ups to increase the likelihood of receiving a favorable response, making your outreach efforts even more effective. This streamlined approach not only saves time but also maximizes your engagement with potential clients.

Description

Robo Advisor serves as a modern investment tool that provides clients with tailored investment opportunities aligned with their individual risk tolerance and financial aspirations. Ideal for those desiring immediate digital assistance, it presents a budget-friendly investment platform specifically designed for low-net-worth individuals. This comprehensive wealth management solution is accessible to a broad audience through financial institutions. By employing sophisticated AI algorithms, it thoroughly evaluates a client's assets, liabilities, risk profiles, and investment objectives. The platform is user-friendly, catering to passive investors with its straightforward interface and real-time net asset value (NAV) updates. Furthermore, Robo Advisor harnesses advanced algorithms and reliable research to effectively align investment strategies with the user's short, medium, or long-term financial goals. It offers customized investment approaches as an economical substitute for traditional financial advisors, enabling users to engage in various goal-oriented strategies while maintaining control and the ability to rebalance their investments across different asset classes. With these features, Robo Advisor not only simplifies the investment process but also empowers users to take charge of their financial futures.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$47 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Tier5

Founded

2016

Country

India

Website

www.robocontact.io

Vendor Details

Company Name

Tradesocio

Country

Singapore

Website

www.tradesocio.com

Product Features

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture No 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools Yes 
Visitor Identification No 

Product Features

Algorithmic Trading

2-Click Trading No 
Analyst on Demand No 
Auto Fibs No 
Auto Trend Lines No 
Backtesting No 
Basket Trading No 
Drawing Tools No 
Pattern Tools No 
Stock Screener No 
Trading From Charts No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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