Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Google Drive
No
Microsoft OneDrive
No
Pricing Details
$79 per month
Free Trial
No
Free Version
Yes
Pricing Details
$1 per month
Free Trial
No
Free Version
Yes
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No