TRobo

TRobo

Tradency
+
+

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About

Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.

About

Beautiful, and innovative site supported for mobile and web view. Test portfolios before publishing and start with 5-year portfolio performance. Set a risk, name, and description per portfolio. Add your disclaimer to the site. A questionnaire page to help the customer find an associated portfolio to his risk. Allocate any USA exchanges based assets to the portfolio. Evaluate the portfolio performance on different time frames, and switch status to "visible" when done. Share your TRobo site URL with your prospects. Embed the preview portfolios widget on your website as a trigger for potential customers to visit your TRobo site.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors in need of a holistic wealth management service that helps with financial transparency

Audience

Stock portfolio management platform for financial advisors wanting to grow their business and attract new customers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$79 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Empower
United States
www.empower.com

Company Information

Tradency
Founded: 2005
United States
www.tradency.com/trobo

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL
MarketRisk

MarketRisk

Dacris Software

Categories

Categories

Integrations

APS Payroll

Integrations

APS Payroll
Claim Empower and update features and information
Claim Empower and update features and information
Claim TRobo and update features and information
Claim TRobo and update features and information