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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive No 
Microsoft OneDrive No 

Integrations

Google Drive Yes 
Microsoft OneDrive Yes 

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 

Product Features

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